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
4626
$426K ﹤0.01%
55,871
-102,508
4627
$426K ﹤0.01%
34,822
+2,092
4628
$426K ﹤0.01%
113,614
+13,096
4629
$426K ﹤0.01%
32,379
-12,831
4630
$425K ﹤0.01%
16,142
+3,198
4631
$425K ﹤0.01%
10,358
4632
$425K ﹤0.01%
44,986
+6,268
4633
$425K ﹤0.01%
36,509
+525
4634
$425K ﹤0.01%
4,862
-274
4635
$424K ﹤0.01%
5,363
+1,099
4636
$421K ﹤0.01%
52,028
-13,676
4637
$421K ﹤0.01%
47,414
+28,579
4638
$419K ﹤0.01%
20,945
-34,370
4639
$418K ﹤0.01%
22,942
+10,287
4640
$418K ﹤0.01%
115,226
-3,822
4641
$417K ﹤0.01%
8,831
+1,029
4642
$417K ﹤0.01%
92,936
+91,140
4643
$417K ﹤0.01%
15,334
+844
4644
$417K ﹤0.01%
8,300
+4,800
4645
$417K ﹤0.01%
13,721
-160,458
4646
$417K ﹤0.01%
17,404
-118,835
4647
$416K ﹤0.01%
16,517
-6,179
4648
$416K ﹤0.01%
18,075
-659,656
4649
$414K ﹤0.01%
31,097
-2,084
4650
$414K ﹤0.01%
13,488
-92,796
184 185
186
187 188