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
4876
$289K ﹤0.01%
13,994
+191
4877
$288K ﹤0.01%
35,519
+21,919
4878
$288K ﹤0.01%
3,908
+281
4879
$288K ﹤0.01%
17,933
+4,566
4880
$287K ﹤0.01%
57,311
-16,473
4881
$287K ﹤0.01%
8,632
-37,485
4882
$287K ﹤0.01%
275,632
-145,009
4883
$286K ﹤0.01%
7,791
+456
4884
$286K ﹤0.01%
2,689
+222
4885
$286K ﹤0.01%
18,687
-504,467
4886
$284K ﹤0.01%
16,212
-1,270
4887
$284K ﹤0.01%
16,282
+3,987
4888
$283K ﹤0.01%
42,547
+24,220
4889
$282K ﹤0.01%
23,508
-2,064
4890
$282K ﹤0.01%
17,058
+9,449
4891
$281K ﹤0.01%
2,476
+905
4892
$281K ﹤0.01%
10,575
+385
4893
$280K ﹤0.01%
22,973
-14,503
4894
$280K ﹤0.01%
17,987
+12,625
4895
$278K ﹤0.01%
24,872
-4,117
4896
$278K ﹤0.01%
24,823
-14,832
4897
$278K ﹤0.01%
18,093
-1,401
4898
$277K ﹤0.01%
36,003
-1,440
4899
$277K ﹤0.01%
32,697
+16,860
4900
$277K ﹤0.01%
+143,527
194 195
196
197 198