Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255B
AUM Growth
+$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,939
New
Increased
Reduced
Closed

Top Buys

1
+$878M
2
+$763M
3
+$360M
4
SPLK
Splunk Inc
SPLK
+$355M
5
WDAY icon
Workday
WDAY
+$345M

Top Sells

1
+$1.18B
2
+$434M
3
+$392M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$370M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$340M

Sector Composition

1 Technology 8.71%
2 Financials 8.54%
3 Healthcare 8.22%
4 Energy 7.4%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4276
$691K ﹤0.01%
21,111
-2,897
4277
$691K ﹤0.01%
54,680
+51,764
4278
$690K ﹤0.01%
84
+51
4279
$690K ﹤0.01%
53,941
-1,355
4280
$689K ﹤0.01%
12,393
-2,505
4281
$689K ﹤0.01%
224,777
+13,110
4282
$688K ﹤0.01%
29,254
+9,120
4283
$688K ﹤0.01%
60,175
+45,177
4284
$685K ﹤0.01%
12,071
-68,146
4285
$684K ﹤0.01%
8,233
-25,631
4286
$684K ﹤0.01%
19,986
+3,115
4287
$684K ﹤0.01%
17,004
+2,130
4288
$683K ﹤0.01%
56,247
+47,159
4289
$683K ﹤0.01%
+94,823
4290
$682K ﹤0.01%
31,055
+395
4291
$682K ﹤0.01%
14,252
-41,622
4292
$682K ﹤0.01%
38,307
-288,037
4293
$682K ﹤0.01%
117,602
-8,407
4294
$681K ﹤0.01%
124,429
-23,940
4295
$678K ﹤0.01%
22,280
-508,903
4296
$677K ﹤0.01%
25,588
-42,772
4297
$677K ﹤0.01%
15,217
-920
4298
$675K ﹤0.01%
36,314
+6,990
4299
$673K ﹤0.01%
39,148
-35,147
4300
$673K ﹤0.01%
7,437
-10,517
170 171
172
173 174