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
4451
$541K ﹤0.01%
93,378
-43,245
4452
$541K ﹤0.01%
2,444
+1,376
4453
$540K ﹤0.01%
150,870
-57,277
4454
$538K ﹤0.01%
17,529
-780
4455
$538K ﹤0.01%
23,487
-8,412
4456
$536K ﹤0.01%
19,016
+1,200
4457
$534K ﹤0.01%
252,419
+43,842
4458
$533K ﹤0.01%
27,478
+26,878
4459
$533K ﹤0.01%
34,532
+18,942
4460
$533K ﹤0.01%
166,687
+1,581
4461
$533K ﹤0.01%
36,380
+1,942
4462
$532K ﹤0.01%
31,508
-24,092
4463
$531K ﹤0.01%
1,037
-2,458
4464
$528K ﹤0.01%
36,865
+8,000
4465
$528K ﹤0.01%
15,376
-1,542
4466
$526K ﹤0.01%
59,545
4467
$525K ﹤0.01%
13,031
-17,040
4468
$524K ﹤0.01%
3,364
-7,160
4469
$521K ﹤0.01%
74,088
+63,016
4470
$521K ﹤0.01%
39,045
-18,576
4471
$521K ﹤0.01%
40,093
-1,618
4472
$520K ﹤0.01%
5,204
+115
4473
$520K ﹤0.01%
40,547
-6,747
4474
$519K ﹤0.01%
23,893
+22,433
4475
$519K ﹤0.01%
26,702
-27,008
177 178
179
180 181