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
5176
$161K ﹤0.01%
72,713
-547,635
5177
$161K ﹤0.01%
+9,259
5178
$160K ﹤0.01%
10,512
-2,663
5179
$160K ﹤0.01%
10,485
+1,186
5180
$160K ﹤0.01%
+28,712
5181
$159K ﹤0.01%
19,933
+8,871
5182
$159K ﹤0.01%
9,253
-3,854
5183
$159K ﹤0.01%
32,092
+16,478
5184
$158K ﹤0.01%
5,066
-969
5185
$157K ﹤0.01%
2,600
5186
$157K ﹤0.01%
12,986
-4,290
5187
$157K ﹤0.01%
2,615
+2,164
5188
$156K ﹤0.01%
4,727
-1,956
5189
$156K ﹤0.01%
4,341
-43,025
5190
$156K ﹤0.01%
6,088
+4,860
5191
$156K ﹤0.01%
285,636
+198,085
5192
$155K ﹤0.01%
1,138
+218
5193
$155K ﹤0.01%
6,170
-107
5194
$155K ﹤0.01%
4,934
-18,036
5195
$154K ﹤0.01%
746
-6
5196
$154K ﹤0.01%
20,619
+1,247
5197
$154K ﹤0.01%
4,513
-58,307
5198
$154K ﹤0.01%
35,159
+35,122
5199
$154K ﹤0.01%
32,350
-2,000
5200
$153K ﹤0.01%
37,291
+25,451
206 207
208
209 210