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
5426
$95K ﹤0.01%
7,937
5427
$95K ﹤0.01%
6,500
-2,880
5428
$95K ﹤0.01%
+5,569
5429
$94K ﹤0.01%
+3,546
5430
$94K ﹤0.01%
+77,600
5431
$94K ﹤0.01%
21,900
+19,284
5432
$93K ﹤0.01%
125
-562
5433
$93K ﹤0.01%
10,641
+10,624
5434
$93K ﹤0.01%
3,740
+150
5435
$93K ﹤0.01%
54,794
5436
$93K ﹤0.01%
6,398
-51,160
5437
$93K ﹤0.01%
8,983
+3,703
5438
$92K ﹤0.01%
34,175
+34,000
5439
$92K ﹤0.01%
38,595
+5,661
5440
$92K ﹤0.01%
2,654
-17
5441
$92K ﹤0.01%
4,212
-15,234
5442
$91K ﹤0.01%
94
+85
5443
$91K ﹤0.01%
16,646
+1,269
5444
$90K ﹤0.01%
18,424
+5,746
5445
$90K ﹤0.01%
5,304
-1,489
5446
$87K ﹤0.01%
4,767
+1,623
5447
– –
0
5448
$87K ﹤0.01%
10,837
+495
5449
$87K ﹤0.01%
2,954
-40,823
5450
$87K ﹤0.01%
65,455
+57,240
216 217
218
219 220