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
4301
$672K ﹤0.01%
25,822
+20,177
4302
$671K ﹤0.01%
18,950
-2,424
4303
$667K ﹤0.01%
16,394
+479
4304
$666K ﹤0.01%
32,166
-930
4305
$666K ﹤0.01%
32,272
-202,124
4306
$665K ﹤0.01%
49,094
+6,508
4307
$664K ﹤0.01%
74,860
+27,915
4308
$662K ﹤0.01%
192,535
+157,047
4309
$661K ﹤0.01%
53,005
+26,870
4310
$661K ﹤0.01%
100,317
-46,127
4311
$660K ﹤0.01%
24,936
+10,459
4312
$657K ﹤0.01%
5,147
+345
4313
$655K ﹤0.01%
761
-113
4314
$655K ﹤0.01%
32,558
-22,394
4315
$655K ﹤0.01%
19,391
+10,194
4316
$654K ﹤0.01%
267
-438
4317
$653K ﹤0.01%
112,443
+17,287
4318
$652K ﹤0.01%
171,406
+25,270
4319
$652K ﹤0.01%
42,893
+23,175
4320
$651K ﹤0.01%
19,047
+2,685
4321
$651K ﹤0.01%
195,363
-49,154
4322
$651K ﹤0.01%
11,437
-2,587
4323
$650K ﹤0.01%
+130,581
4324
$650K ﹤0.01%
29,404
+845
4325
$649K ﹤0.01%
47,760
-10,414
171 172
173
174 175