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
5051
$208K ﹤0.01%
6,965
+404
5052
$208K ﹤0.01%
8,118
-76
5053
$208K ﹤0.01%
7,291
-2,166
5054
$208K ﹤0.01%
15,065
-905
5055
$207K ﹤0.01%
2,921
-23
5056
$206K ﹤0.01%
19,182
-40,602
5057
$206K ﹤0.01%
3,672
-381
5058
$206K ﹤0.01%
9,073
+1,764
5059
$206K ﹤0.01%
114,500
5060
$205K ﹤0.01%
121
+30
5061
$205K ﹤0.01%
23,851
+13,273
5062
$204K ﹤0.01%
8,062
-288
5063
$204K ﹤0.01%
16,586
+9,053
5064
$203K ﹤0.01%
46,725
+4,160
5065
$203K ﹤0.01%
35,774
+17,249
5066
$203K ﹤0.01%
15,322
+10,835
5067
$203K ﹤0.01%
64,955
-88,857
5068
$203K ﹤0.01%
16,799
+5,247
5069
$202K ﹤0.01%
15,675
+1,117
5070
$202K ﹤0.01%
8,123
-31,732
5071
$202K ﹤0.01%
10,796
+2,531
5072
$201K ﹤0.01%
3,529
-203
5073
$201K ﹤0.01%
80
-187
5074
$201K ﹤0.01%
7,662
-895,319
5075
$200K ﹤0.01%
18,702
-1,075
201 202
203
204 205