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
4426
$557K ﹤0.01%
9,588
+82
4427
$557K ﹤0.01%
65,309
-20,588
4428
$556K ﹤0.01%
13,727
+3,738
4429
$555K ﹤0.01%
7,173
-29,694
4430
$555K ﹤0.01%
16,773
-3,059
4431
$555K ﹤0.01%
12,105
-17,767
4432
$555K ﹤0.01%
30,383
+3,033
4433
$555K ﹤0.01%
60,929
-31,885
4434
$554K ﹤0.01%
6,488
+159
4435
$554K ﹤0.01%
17,792
+2,204
4436
$552K ﹤0.01%
6,517
-40,758
4437
$552K ﹤0.01%
10,259
+5,712
4438
$551K ﹤0.01%
18,648
+132
4439
$551K ﹤0.01%
64,004
-13,967
4440
$550K ﹤0.01%
17,992
-2,979
4441
$550K ﹤0.01%
34,933
+1,300
4442
$549K ﹤0.01%
50,468
-31,345
4443
$549K ﹤0.01%
16,911
+15,579
4444
$548K ﹤0.01%
17,071
-1,396
4445
$546K ﹤0.01%
21,164
+12,360
4446
$544K ﹤0.01%
184,991
+42,100
4447
$544K ﹤0.01%
31,295
-13,573
4448
$544K ﹤0.01%
41,944
-12,552
4449
$543K ﹤0.01%
6,126
+1,406
4450
$542K ﹤0.01%
8,768
+3,351
176 177
178
179 180