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
4951
$257K ﹤0.01%
28,176
-36,048
4952
$257K ﹤0.01%
1,687
-178
4953
$256K ﹤0.01%
36,047
+29,493
4954
$256K ﹤0.01%
6,105
+1,765
4955
$256K ﹤0.01%
10,244
+689
4956
$255K ﹤0.01%
1,046
-2,230
4957
$255K ﹤0.01%
18,172
+7,840
4958
$254K ﹤0.01%
17,817
-19,634
4959
$254K ﹤0.01%
22,515
-3,830
4960
$253K ﹤0.01%
14,457
-1,428
4961
$252K ﹤0.01%
52,864
+35,598
4962
$251K ﹤0.01%
+10,934
4963
$249K ﹤0.01%
8,825
+767
4964
$248K ﹤0.01%
29,786
+18,547
4965
$247K ﹤0.01%
26,104
+10,681
4966
$247K ﹤0.01%
4,665
+4,500
4967
$247K ﹤0.01%
2,792
+606
4968
$245K ﹤0.01%
9,264
-8,161
4969
$244K ﹤0.01%
14,933
-1,358
4970
$244K ﹤0.01%
66,617
+11,776
4971
$243K ﹤0.01%
26,195
-3,923
4972
$243K ﹤0.01%
4,666
+1,367
4973
$242K ﹤0.01%
16,776
+13,529
4974
$242K ﹤0.01%
10,237
-605
4975
$241K ﹤0.01%
9,312
-894
197 198
199
200 201