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
4376
$601K ﹤0.01%
29,909
+4,728
4377
$600K ﹤0.01%
16,433
+2,432
4378
$600K ﹤0.01%
32,864
+25,603
4379
$600K ﹤0.01%
31,461
+4,233
4380
$600K ﹤0.01%
161,393
-186,715
4381
$599K ﹤0.01%
11,597
-3,917
4382
$598K ﹤0.01%
42,297
+4,303
4383
$598K ﹤0.01%
17,497
-148,896
4384
$598K ﹤0.01%
28,659
-35,760
4385
$596K ﹤0.01%
24,425
+4,991
4386
$594K ﹤0.01%
24,728
-7,803
4387
$593K ﹤0.01%
143,942
-28,300
4388
$592K ﹤0.01%
21,876
+9,077
4389
$591K ﹤0.01%
58,844
+514
4390
$590K ﹤0.01%
42,988
-24,265
4391
$589K ﹤0.01%
11,661
+10,252
4392
$589K ﹤0.01%
41,157
+22,952
4393
$589K ﹤0.01%
17,434
-666,258
4394
$588K ﹤0.01%
65,075
+20,224
4395
$585K ﹤0.01%
21,009
-62,349
4396
$585K ﹤0.01%
34,649
+24,669
4397
$585K ﹤0.01%
38,638
+3,510
4398
$583K ﹤0.01%
3,829
-20,138
4399
$582K ﹤0.01%
13,145
-488
4400
$581K ﹤0.01%
17,685
-5,291
174 175
176
177 178