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
4901
$277K ﹤0.01%
4,197
+639
4902
$276K ﹤0.01%
8,277
-4,440
4903
$276K ﹤0.01%
17,747
-4,014
4904
$276K ﹤0.01%
8,993
-9,578
4905
$276K ﹤0.01%
20,521
-5,670
4906
$274K ﹤0.01%
11,800
+3,629
4907
$274K ﹤0.01%
12,800
-23,918
4908
$274K ﹤0.01%
13,785
-617
4909
$274K ﹤0.01%
18,462
-4,593
4910
$273K ﹤0.01%
4,042
+663
4911
$272K ﹤0.01%
8,714
+314
4912
$272K ﹤0.01%
13,922
-15,301
4913
$272K ﹤0.01%
5,830
-562
4914
$270K ﹤0.01%
9,443
+6,049
4915
$270K ﹤0.01%
9,676
+3,543
4916
$269K ﹤0.01%
24,399
+260
4917
$269K ﹤0.01%
10,356
-2,847
4918
$269K ﹤0.01%
16,458
-6,646
4919
$268K ﹤0.01%
2,426
-2,267
4920
$268K ﹤0.01%
5,800
-10,032
4921
$268K ﹤0.01%
45,402
+7,260
4922
$267K ﹤0.01%
1,551
-2,091
4923
$267K ﹤0.01%
43,158
+19,347
4924
$266K ﹤0.01%
1,082
+837
4925
$266K ﹤0.01%
195
+160
195 196
197
198 199