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
5026
$215K ﹤0.01%
5,887
+435
5027
$215K ﹤0.01%
9,078
+27
5028
$215K ﹤0.01%
7,049
-927
5029
$215K ﹤0.01%
6,459
-1,120
5030
$214K ﹤0.01%
8,225
+1,885
5031
$214K ﹤0.01%
+6,724
5032
$214K ﹤0.01%
4,626
-32,762
5033
$214K ﹤0.01%
5,549
-10,601
5034
$214K ﹤0.01%
7,618
-45,966
5035
$214K ﹤0.01%
15,228
5036
$213K ﹤0.01%
20,247
-769
5037
$212K ﹤0.01%
14,648
+14,552
5038
$212K ﹤0.01%
217
-154
5039
$212K ﹤0.01%
5,043
-35,809
5040
$212K ﹤0.01%
8,532
+3,568
5041
$212K ﹤0.01%
6,305
+329
5042
$212K ﹤0.01%
5,411
5043
$211K ﹤0.01%
16,054
-15,454
5044
$211K ﹤0.01%
38,269
-4,067
5045
$210K ﹤0.01%
54
+44
5046
$209K ﹤0.01%
22,141
-3,847
5047
$209K ﹤0.01%
+70
5048
$208K ﹤0.01%
4,829
-390
5049
$208K ﹤0.01%
9,441
-1,687
5050
$208K ﹤0.01%
19,905
+9,658
200 201
202
203 204