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
5301
$124K ﹤0.01%
14,845
-4,576
5302
$124K ﹤0.01%
5,991
-5,838
5303
$124K ﹤0.01%
17,939
-107,048
5304
$123K ﹤0.01%
+2,383
5305
$123K ﹤0.01%
13,668
-7,412
5306
$123K ﹤0.01%
14,945
+9,679
5307
$123K ﹤0.01%
6,745
+994
5308
$123K ﹤0.01%
7,253
-2,595
5309
$122K ﹤0.01%
9,039
-2,400
5310
$122K ﹤0.01%
27,562
+626
5311
$122K ﹤0.01%
2,250
5312
$121K ﹤0.01%
15,154
-2,843
5313
$121K ﹤0.01%
3,388
5314
$121K ﹤0.01%
7,957
+751
5315
$121K ﹤0.01%
10,703
-171,774
5316
$120K ﹤0.01%
283
+191
5317
$120K ﹤0.01%
3,196
+20
5318
$120K ﹤0.01%
9,229
+2,798
5319
$120K ﹤0.01%
20,452
+1,081
5320
$120K ﹤0.01%
8,678
-119,926
5321
$119K ﹤0.01%
48,554
+10,348
5322
$119K ﹤0.01%
30,096
+24,468
5323
$119K ﹤0.01%
8,543
+1,076
5324
$118K ﹤0.01%
726
-308
5325
$118K ﹤0.01%
3,409
-4,177
211 212
213
214 215