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
5351
$112K ﹤0.01%
17,660
-22,980
5352
$112K ﹤0.01%
4,286
+97
5353
$112K ﹤0.01%
13,093
-26,191
5354
$111K ﹤0.01%
18,349
-61,760
5355
$111K ﹤0.01%
10,928
-53,125
5356
$111K ﹤0.01%
4,609
-6,367
5357
$111K ﹤0.01%
16,097
-496,376
5358
$110K ﹤0.01%
3,430
-2,747
5359
$110K ﹤0.01%
11,232
-576
5360
$110K ﹤0.01%
13,808
-34
5361
$110K ﹤0.01%
4,513
-403
5362
$109K ﹤0.01%
5,289
-159
5363
$109K ﹤0.01%
2,146
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5364
$109K ﹤0.01%
5,505
5365
$108K ﹤0.01%
2,844
+1,410
5366
$108K ﹤0.01%
9,208
+1,445
5367
$108K ﹤0.01%
13,406
+1,176
5368
$108K ﹤0.01%
6,561
+2,850
5369
$108K ﹤0.01%
6,021
+2,420
5370
$108K ﹤0.01%
8,500
-3,500
5371
$107K ﹤0.01%
45,130
-44,121
5372
$107K ﹤0.01%
2,397
-7,076
5373
$106K ﹤0.01%
980
+930
5374
$106K ﹤0.01%
3,912
+856
5375
$106K ﹤0.01%
1,255
-215
213 214
215
216 217