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
4801
$334K ﹤0.01%
8,769
-4,651
4802
$334K ﹤0.01%
23,930
+23,696
4803
$334K ﹤0.01%
20,851
+45
4804
$333K ﹤0.01%
11,236
+98
4805
$332K ﹤0.01%
63,682
+58,511
4806
$331K ﹤0.01%
25,348
-224,289
4807
$331K ﹤0.01%
290,872
-509,070
4808
$331K ﹤0.01%
24,679
-43,440
4809
$330K ﹤0.01%
31,349
+6,323
4810
$330K ﹤0.01%
11,356
+7,314
4811
$329K ﹤0.01%
34,711
+2,295
4812
$329K ﹤0.01%
18,247
-4,249
4813
$329K ﹤0.01%
18,564
-78,332
4814
$328K ﹤0.01%
14,722
-1,950
4815
$328K ﹤0.01%
52,133
+25,033
4816
$328K ﹤0.01%
7,591
+5,697
4817
$327K ﹤0.01%
17,275
-19,974
4818
$326K ﹤0.01%
8,486
-328
4819
$325K ﹤0.01%
18,610
-5,250
4820
$324K ﹤0.01%
15,107
-4,049
4821
$324K ﹤0.01%
21,989
+21,984
4822
$323K ﹤0.01%
10,945
+3,188
4823
$322K ﹤0.01%
6,458
+256
4824
$322K ﹤0.01%
72,271
+60,751
4825
$321K ﹤0.01%
13,348
+7,205
191 192
193
194 195