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
5326
$118K ﹤0.01%
7,904
-196
5327
$118K ﹤0.01%
10,483
5328
$117K ﹤0.01%
7,321
-71
5329
$117K ﹤0.01%
11,521
-12,940
5330
$117K ﹤0.01%
27,756
+8,427
5331
$117K ﹤0.01%
79,287
-45,162
5332
$116K ﹤0.01%
5,871
-5,857
5333
$116K ﹤0.01%
3,052
-1,381
5334
$116K ﹤0.01%
4,046
-18,704
5335
$116K ﹤0.01%
5,508
-1,302
5336
$116K ﹤0.01%
12,209
-643
5337
$116K ﹤0.01%
4,961
-34,761
5338
$115K ﹤0.01%
13,373
5339
$115K ﹤0.01%
+43,409
5340
$115K ﹤0.01%
10,399
+5,019
5341
$115K ﹤0.01%
8,252
-283
5342
$115K ﹤0.01%
3,877
-78
5343
$114K ﹤0.01%
17,931
+2,768
5344
$114K ﹤0.01%
5,916
+907
5345
$114K ﹤0.01%
11,181
+5,947
5346
$114K ﹤0.01%
14,695
-8,580
5347
$114K ﹤0.01%
15,338
-18
5348
$113K ﹤0.01%
1,999
-6,541
5349
$113K ﹤0.01%
5,764
+5,475
5350
$113K ﹤0.01%
10,133
+5,643
212 213
214
215 216