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
4601
$443K ﹤0.01%
23,981
-6,938
4602
$443K ﹤0.01%
50,304
+35,118
4603
$443K ﹤0.01%
1,707
-265
4604
$443K ﹤0.01%
18,030
+878
4605
$441K ﹤0.01%
33,360
+3,714
4606
$441K ﹤0.01%
26,911
-73,225
4607
$440K ﹤0.01%
30,324
-10,869
4608
$439K ﹤0.01%
57,529
+29,014
4609
$438K ﹤0.01%
28,733
-18,756
4610
$436K ﹤0.01%
9,659
-7,892
4611
$436K ﹤0.01%
22,885
+17,055
4612
$436K ﹤0.01%
11,832
+3,678
4613
$435K ﹤0.01%
+85,509
4614
$434K ﹤0.01%
76,833
-102,200
4615
$434K ﹤0.01%
43,108
+9,094
4616
$434K ﹤0.01%
6,720
-8,152
4617
$432K ﹤0.01%
28,802
-4,452
4618
$431K ﹤0.01%
34,208
+33,765
4619
$431K ﹤0.01%
11,095
-3,857
4620
$431K ﹤0.01%
33,512
-20,129
4621
$430K ﹤0.01%
16,417
+3,763
4622
$430K ﹤0.01%
32,237
-61,612
4623
$428K ﹤0.01%
8,844
-7,978
4624
$428K ﹤0.01%
60,611
+5,900
4625
$427K ﹤0.01%
17,808
-8,190
183 184
185
186 187