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
5151
$173K ﹤0.01%
13,027
+250
5152
$173K ﹤0.01%
2,830
-353
5153
$172K ﹤0.01%
9,099
5154
$172K ﹤0.01%
13,120
-34,085
5155
$171K ﹤0.01%
13,438
-39,234
5156
$171K ﹤0.01%
18
+2
5157
$171K ﹤0.01%
3,773
+1,523
5158
$171K ﹤0.01%
14,914
+900
5159
$167K ﹤0.01%
4,166
+3,205
5160
$166K ﹤0.01%
53,757
+21,900
5161
$166K ﹤0.01%
3,726
+2,713
5162
$165K ﹤0.01%
9,450
-6,120
5163
$165K ﹤0.01%
6,226
+142
5164
$165K ﹤0.01%
57,798
-58,299
5165
$164K ﹤0.01%
21,911
-25,574
5166
$164K ﹤0.01%
6,510
-3,764
5167
$164K ﹤0.01%
51,512
+22,820
5168
$163K ﹤0.01%
6,400
+4,700
5169
$162K ﹤0.01%
16,791
-7,177
5170
$162K ﹤0.01%
18,021
+448
5171
$162K ﹤0.01%
3,071
-213
5172
$162K ﹤0.01%
5,273
5173
$162K ﹤0.01%
13,507
-3,288
5174
$162K ﹤0.01%
11,661
+46
5175
$162K ﹤0.01%
21,684
-13,220
205 206
207
208 209