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
4326
$649K ﹤0.01%
76,430
-26,599
4327
$648K ﹤0.01%
24,119
-4,693
4328
$646K ﹤0.01%
69,594
-25,551
4329
$646K ﹤0.01%
44,964
-104
4330
$644K ﹤0.01%
44,895
+8,027
4331
$643K ﹤0.01%
12,922
+929
4332
$643K ﹤0.01%
29,244
+2,446
4333
– –
0
4334
$641K ﹤0.01%
31,073
-693
4335
$641K ﹤0.01%
55,457
-19,031
4336
$640K ﹤0.01%
44,200
-28,826
4337
$638K ﹤0.01%
42,314
-7,180
4338
$637K ﹤0.01%
9,157
+287
4339
$637K ﹤0.01%
83,606
+10,077
4340
$635K ﹤0.01%
22,826
-74,810
4341
$634K ﹤0.01%
48,617
+5,732
4342
$633K ﹤0.01%
92,306
-36
4343
$633K ﹤0.01%
46,955
-121
4344
$632K ﹤0.01%
152,443
+44,326
4345
$632K ﹤0.01%
40,003
-589
4346
$631K ﹤0.01%
223,347
+95,695
4347
$631K ﹤0.01%
13,950
-87,204
4348
$630K ﹤0.01%
26,899
+3,765
4349
$628K ﹤0.01%
30,385
+25,116
4350
$628K ﹤0.01%
36,715
-515
172 173
174
175 176