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
4526
$485K ﹤0.01%
24,051
-10,952
4527
$485K ﹤0.01%
81,156
-736,715
4528
$485K ﹤0.01%
12,245
+2,077
4529
$485K ﹤0.01%
101,120
+100,050
4530
$483K ﹤0.01%
54,356
-16,191
4531
$483K ﹤0.01%
40,030
-28,662
4532
$482K ﹤0.01%
34,563
+3,142
4533
$480K ﹤0.01%
15,311
-38,076
4534
$480K ﹤0.01%
33,406
-27,440
4535
$480K ﹤0.01%
1,035
+40
4536
$480K ﹤0.01%
27,551
-318
4537
$479K ﹤0.01%
30,440
+5,559
4538
$479K ﹤0.01%
27,290
+2,080
4539
$479K ﹤0.01%
34,948
+5,330
4540
$478K ﹤0.01%
6,585
+115
4541
$477K ﹤0.01%
30,264
+28,707
4542
$476K ﹤0.01%
5,917
-3,309
4543
$473K ﹤0.01%
42,004
+20,408
4544
$473K ﹤0.01%
23,676
+2,828
4545
$473K ﹤0.01%
83,928
+16,748
4546
$472K ﹤0.01%
17
+14
4547
$471K ﹤0.01%
7,449
+1,162
4548
$471K ﹤0.01%
28,893
-18,499
4549
$471K ﹤0.01%
38,908
-159,648
4550
$470K ﹤0.01%
43,864
-12,715
180 181
182
183 184