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
4851
$306K ﹤0.01%
22,689
+6,351
4852
$306K ﹤0.01%
39,569
+5,104
4853
$304K ﹤0.01%
20,837
-3,009
4854
$304K ﹤0.01%
613
-154
4855
$303K ﹤0.01%
121,699
-1,001
4856
$302K ﹤0.01%
1
4857
$302K ﹤0.01%
3,460
-712
4858
$301K ﹤0.01%
823
-5,762
4859
$301K ﹤0.01%
28,893
+8,827
4860
$300K ﹤0.01%
18,888
+77
4861
$298K ﹤0.01%
13,472
+7,836
4862
$298K ﹤0.01%
42,668
-38,588
4863
$298K ﹤0.01%
+10,000
4864
$297K ﹤0.01%
26,608
-2,372
4865
$296K ﹤0.01%
19,443
+5,467
4866
$296K ﹤0.01%
3,297
+1,388
4867
$292K ﹤0.01%
6,546
+449
4868
$292K ﹤0.01%
10,028
-14,068
4869
$292K ﹤0.01%
228,460
-5,669
4870
$291K ﹤0.01%
21,443
+9,222
4871
$290K ﹤0.01%
9,310
-310
4872
$290K ﹤0.01%
18,115
-7,272
4873
$289K ﹤0.01%
62,953
+36,178
4874
$289K ﹤0.01%
20,030
-23,023
4875
$289K ﹤0.01%
29,626
+11,312
193 194
195
196 197