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
5201
$153K ﹤0.01%
4,296
-296
5202
$152K ﹤0.01%
2,406
-1,053
5203
$152K ﹤0.01%
5,239
-2,504
5204
$152K ﹤0.01%
9,966
5205
$151K ﹤0.01%
5,567
-237
5206
$151K ﹤0.01%
7,395
5207
$151K ﹤0.01%
3,610
-150
5208
$151K ﹤0.01%
28,619
+27,856
5209
$151K ﹤0.01%
8,427
-25,734
5210
$150K ﹤0.01%
7,403
+798
5211
$150K ﹤0.01%
18,869
-41,279
5212
$150K ﹤0.01%
19
+5
5213
$149K ﹤0.01%
51,614
-4,870
5214
$149K ﹤0.01%
2,324
+113
5215
$148K ﹤0.01%
23,922
-329,528
5216
$148K ﹤0.01%
5,606
+1,590
5217
$148K ﹤0.01%
9,124
-92,304
5218
$148K ﹤0.01%
7,545
-66,372
5219
$148K ﹤0.01%
52,500
+49,163
5220
$148K ﹤0.01%
10,586
-29,589
5221
$148K ﹤0.01%
16,100
+3,629
5222
$148K ﹤0.01%
12,877
+3,436
5223
$147K ﹤0.01%
11,000
5224
$147K ﹤0.01%
10,427
-37,844
5225
$147K ﹤0.01%
6,150
-15
207 208
209
210 211