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
4676
$398K ﹤0.01%
31,342
-9,748
4677
$395K ﹤0.01%
39,120
+23,753
4678
$393K ﹤0.01%
28,731
+5,064
4679
$393K ﹤0.01%
7,875
+4,403
4680
$392K ﹤0.01%
+15,667
4681
$392K ﹤0.01%
19,459
+1,850
4682
$391K ﹤0.01%
23,712
+18,784
4683
$391K ﹤0.01%
17,493
-108,617
4684
$389K ﹤0.01%
22,501
-500
4685
$388K ﹤0.01%
20,843
+3,947
4686
$387K ﹤0.01%
7,270
+1,134
4687
$387K ﹤0.01%
21,491
-22,151
4688
$387K ﹤0.01%
12,328
-3,436
4689
$386K ﹤0.01%
40,993
+10,344
4690
$384K ﹤0.01%
27,217
+13,031
4691
$384K ﹤0.01%
15,322
-19,117
4692
$383K ﹤0.01%
23,097
+9,675
4693
$382K ﹤0.01%
64,040
+57,316
4694
$382K ﹤0.01%
25,027
+9,293
4695
$382K ﹤0.01%
10,224
-726
4696
$382K ﹤0.01%
4,895
-355
4697
$380K ﹤0.01%
10,551
+687
4698
$380K ﹤0.01%
20,348
+861
4699
$380K ﹤0.01%
34,629
-226
4700
$379K ﹤0.01%
38,424
+3,656
186 187
188
189 190