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
4726
$366K ﹤0.01%
14,630
-13,361
4727
$365K ﹤0.01%
3,416
-659
4728
$365K ﹤0.01%
19,869
+7,625
4729
$365K ﹤0.01%
14,079
-28,179
4730
$364K ﹤0.01%
28,928
-57,567
4731
$364K ﹤0.01%
6,904
-755
4732
$364K ﹤0.01%
18,547
+10,771
4733
$363K ﹤0.01%
18,055
-7,255
4734
$363K ﹤0.01%
23,754
-18,010
4735
$363K ﹤0.01%
25,948
+4,900
4736
$363K ﹤0.01%
26,145
+7,544
4737
$363K ﹤0.01%
17,657
-11,403
4738
$362K ﹤0.01%
24,899
-21,207
4739
$362K ﹤0.01%
10,843
+10,769
4740
$362K ﹤0.01%
33,702
-2,684
4741
$362K ﹤0.01%
+60,417
4742
$362K ﹤0.01%
20,127
-1,955
4743
$361K ﹤0.01%
7,928
-1,334
4744
$361K ﹤0.01%
44,277
+13,259
4745
$361K ﹤0.01%
42,086
+1,540
4746
$360K ﹤0.01%
21,134
-5,572
4747
$360K ﹤0.01%
13
+3
4748
$360K ﹤0.01%
98,672
+1,358
4749
$360K ﹤0.01%
20,444
+7,616
4750
$359K ﹤0.01%
7,954
+2,736
188 189
190
191 192