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
5401
$100K ﹤0.01%
12,916
-2,493
5402
$99K ﹤0.01%
1,616
-2,934
5403
$99K ﹤0.01%
12,611
-8,687
5404
$99K ﹤0.01%
7,116
-2,888
5405
$99K ﹤0.01%
14,335
-3,069
5406
$98K ﹤0.01%
6,111
+4,014
5407
$98K ﹤0.01%
4,960
-34,328
5408
$98K ﹤0.01%
35,568
+27,207
5409
$97K ﹤0.01%
294
-44
5410
$97K ﹤0.01%
7,447
+5,497
5411
$97K ﹤0.01%
10,302
+4,910
5412
$97K ﹤0.01%
16,955
-17,336
5413
$97K ﹤0.01%
5,517
-3,459
5414
$97K ﹤0.01%
7,378
+1,179
5415
$97K ﹤0.01%
7,607
-57,888
5416
$97K ﹤0.01%
13,588
-13,298
5417
$97K ﹤0.01%
59
+49
5418
$96K ﹤0.01%
26,445
-2,056
5419
$96K ﹤0.01%
3,475
-11,220
5420
$96K ﹤0.01%
1,562
+1,233
5421
$96K ﹤0.01%
+249,814
5422
$95K ﹤0.01%
1,426
-1,285
5423
$95K ﹤0.01%
1,903
+560
5424
$95K ﹤0.01%
6,340
-2,300
5425
$95K ﹤0.01%
10,527
-23,147
215 216
217
218 219