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
4551
$470K ﹤0.01%
37,046
+13,906
4552
$469K ﹤0.01%
144,348
+16,698
4553
$469K ﹤0.01%
30,251
-5,741
4554
$469K ﹤0.01%
159,140
-80,033
4555
$468K ﹤0.01%
+12,083
4556
$467K ﹤0.01%
73,125
+5,294
4557
$467K ﹤0.01%
43,525
+2,058
4558
$466K ﹤0.01%
84,517
+6,281
4559
$466K ﹤0.01%
+29,964
4560
$466K ﹤0.01%
82,562
+53,288
4561
$465K ﹤0.01%
63,894
+19,978
4562
$465K ﹤0.01%
19,504
+4,916
4563
$464K ﹤0.01%
8,683
+830
4564
$464K ﹤0.01%
8,698
-7,765
4565
$462K ﹤0.01%
10,805
+7,824
4566
$462K ﹤0.01%
1,933
-4,909
4567
$462K ﹤0.01%
203,371
+48,599
4568
$461K ﹤0.01%
35,880
+1,080
4569
$461K ﹤0.01%
35,009
-3,205
4570
$460K ﹤0.01%
13,798
+9,641
4571
$460K ﹤0.01%
3,209
+821
4572
$460K ﹤0.01%
198,548
-346,553
4573
$459K ﹤0.01%
40,745
+9,142
4574
$459K ﹤0.01%
335,084
+49,398
4575
$458K ﹤0.01%
371,955
+185,850
181 182
183
184 185