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
4751
$359K ﹤0.01%
21,455
-114,197
4752
$359K ﹤0.01%
16,734
-6,188
4753
$358K ﹤0.01%
90,769
-55,845
4754
$358K ﹤0.01%
1,272
-12,595
4755
$358K ﹤0.01%
12,004
-626
4756
$358K ﹤0.01%
44,260
-15,465
4757
$358K ﹤0.01%
41,850
-5,513
4758
$357K ﹤0.01%
44,332
-2,589
4759
$356K ﹤0.01%
41,349
-3,781
4760
$356K ﹤0.01%
54,714
-5,953
4761
$355K ﹤0.01%
43,402
-12,598
4762
$355K ﹤0.01%
48,300
-55,453
4763
$355K ﹤0.01%
43,600
+11,058
4764
$355K ﹤0.01%
10,388
-1,475
4765
$354K ﹤0.01%
7,984
-25,787
4766
$353K ﹤0.01%
26,520
+1,722
4767
$352K ﹤0.01%
28,784
-9,637
4768
$349K ﹤0.01%
23,687
-2,656
4769
$349K ﹤0.01%
10,590
-5,138
4770
$348K ﹤0.01%
16,437
-19,003
4771
$347K ﹤0.01%
6,132
+322
4772
$346K ﹤0.01%
43,005
-654
4773
$345K ﹤0.01%
14,881
-327
4774
$344K ﹤0.01%
15,226
-16,930
4775
$344K ﹤0.01%
73,861
-126,662
189 190
191
192 193