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
5001
$228K ﹤0.01%
20,310
+6,800
5002
$226K ﹤0.01%
2,084
+196
5003
$225K ﹤0.01%
29,950
+20,992
5004
$225K ﹤0.01%
12,002
+772
5005
$224K ﹤0.01%
4,560
5006
$224K ﹤0.01%
24,731
-14,905
5007
$224K ﹤0.01%
22,170
-26,675
5008
$224K ﹤0.01%
22,991
-47,258
5009
$223K ﹤0.01%
99,300
-285,550
5010
$223K ﹤0.01%
9,673
-5,554
5011
$223K ﹤0.01%
28,684
+4,142
5012
$222K ﹤0.01%
13,245
-3,075
5013
$222K ﹤0.01%
15,167
-11,722
5014
$222K ﹤0.01%
19,193
+6,530
5015
$222K ﹤0.01%
15,909
-12,530
5016
$222K ﹤0.01%
8,941
-646,301
5017
$221K ﹤0.01%
23,650
-51,844
5018
$221K ﹤0.01%
8,274
+347
5019
$220K ﹤0.01%
12,070
-3,618
5020
$220K ﹤0.01%
11,177
+1,529
5021
$220K ﹤0.01%
17,060
+1,646
5022
$219K ﹤0.01%
16,228
5023
$218K ﹤0.01%
1,616
-323
5024
$218K ﹤0.01%
144,216
+3,117
5025
$216K ﹤0.01%
20,571
-123,770
199 200
201
202 203