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
4976
$241K ﹤0.01%
9,401
-46,631
4977
$240K ﹤0.01%
8,386
-3,952
4978
$238K ﹤0.01%
12,475
-49,353
4979
$238K ﹤0.01%
15,415
-59,897
4980
$238K ﹤0.01%
13,929
+98
4981
$238K ﹤0.01%
17,593
-10,573
4982
$238K ﹤0.01%
5,779
+317
4983
$238K ﹤0.01%
126,711
-600
4984
$237K ﹤0.01%
28,648
+15,398
4985
$236K ﹤0.01%
7,200
-64
4986
$235K ﹤0.01%
13,771
-17,109
4987
$235K ﹤0.01%
189,772
+4,661
4988
$234K ﹤0.01%
9,951
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4989
$234K ﹤0.01%
17,564
-170,248
4990
$234K ﹤0.01%
2,529
+324
4991
$233K ﹤0.01%
8,723
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4992
$233K ﹤0.01%
28,991
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4993
$233K ﹤0.01%
78,121
+43,574
4994
$232K ﹤0.01%
15,937
-1,124
4995
$231K ﹤0.01%
16,020
-6,232
4996
$231K ﹤0.01%
14,240
-3,324
4997
$230K ﹤0.01%
2,868
+2,574
4998
$229K ﹤0.01%
11,641
-518
4999
$229K ﹤0.01%
28,985
-86,162
5000
$229K ﹤0.01%
10,514
-7,008
198 199
200
201 202