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
5451
$87K ﹤0.01%
230,125
-1,500
5452
$87K ﹤0.01%
3,057
-1,534
5453
$86K ﹤0.01%
4,995
5454
$86K ﹤0.01%
24,637
-37,544
5455
$86K ﹤0.01%
12,649
-26,790
5456
$86K ﹤0.01%
7,990
-15,276
5457
$85K ﹤0.01%
15,962
-18,766
5458
$85K ﹤0.01%
1,188
-7,141
5459
$85K ﹤0.01%
1,847
+219
5460
$85K ﹤0.01%
5,515
+117
5461
$85K ﹤0.01%
6,825
-37,607
5462
$85K ﹤0.01%
8,572
-2,442
5463
$85K ﹤0.01%
3,838
+2,661
5464
$84K ﹤0.01%
1,818
+1,138
5465
$84K ﹤0.01%
1,030
-100
5466
$84K ﹤0.01%
6,845
-109,916
5467
$84K ﹤0.01%
10,508
-93
5468
$84K ﹤0.01%
11,779
+1,827
5469
$84K ﹤0.01%
5,280
-4,342
5470
$83K ﹤0.01%
9,254
+2,289
5471
$83K ﹤0.01%
1,656
5472
$83K ﹤0.01%
2,983
-447
5473
$83K ﹤0.01%
6,590
-691
5474
$83K ﹤0.01%
38,900
+38,300
5475
$82K ﹤0.01%
7,377
-16,374
217 218
219
220 221