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
4776
$344K ﹤0.01%
9,505
+3,259
4777
$344K ﹤0.01%
9,817
-2,817
4778
$344K ﹤0.01%
18,440
-1,929
4779
$344K ﹤0.01%
65,555
+52,634
4780
$344K ﹤0.01%
16,477
+3,154
4781
$343K ﹤0.01%
23,264
+3,845
4782
$343K ﹤0.01%
8,267
-62,534
4783
$343K ﹤0.01%
11,599
-5,323
4784
$343K ﹤0.01%
19,129
4785
$343K ﹤0.01%
25,571
-7,274
4786
$342K ﹤0.01%
39,458
+27,446
4787
$342K ﹤0.01%
27,184
+8,745
4788
$342K ﹤0.01%
22,131
-3,235
4789
$342K ﹤0.01%
13,751
+10,390
4790
$340K ﹤0.01%
43,638
+11,156
4791
$340K ﹤0.01%
70,738
-68,487
4792
$339K ﹤0.01%
25,714
+2,400
4793
$338K ﹤0.01%
12,338
+3,850
4794
$338K ﹤0.01%
25,094
-45
4795
$337K ﹤0.01%
23,140
-5,992
4796
$337K ﹤0.01%
42,833
+24,917
4797
$337K ﹤0.01%
6,910
+6,151
4798
$337K ﹤0.01%
12,710
+12,481
4799
$336K ﹤0.01%
5,781
+1,060
4800
$336K ﹤0.01%
3,363
-1,390
190 191
192
193 194