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
5476
$82K ﹤0.01%
54,075
-3,375
5477
– –
-1
5478
$82K ﹤0.01%
4,477
+2,206
5479
$81K ﹤0.01%
7,786
-33,466
5480
$81K ﹤0.01%
10,094
-73,245
5481
$81K ﹤0.01%
2,941
+176
5482
$81K ﹤0.01%
22,925
-157,897
5483
$81K ﹤0.01%
7,720
+3,292
5484
$81K ﹤0.01%
7,042
-183,682
5485
$81K ﹤0.01%
26,209
+18,109
5486
$81K ﹤0.01%
13,459
+10,076
5487
$81K ﹤0.01%
+5,497
5488
$80K ﹤0.01%
10,815
+4,095
5489
$80K ﹤0.01%
3,241
-607
5490
$80K ﹤0.01%
11,743
-4,458
5491
$80K ﹤0.01%
5,718
+2,000
5492
$79K ﹤0.01%
3,471
-7,514
5493
$79K ﹤0.01%
621
+77
5494
$79K ﹤0.01%
37,224
-185,713
5495
$78K ﹤0.01%
26,138
+200
5496
$78K ﹤0.01%
3,069
+58
5497
$78K ﹤0.01%
71,459
-368
5498
$78K ﹤0.01%
2,624
+2,020
5499
$78K ﹤0.01%
2,818
-744
5500
$78K ﹤0.01%
3,400
-25,219
218 219
220
221 222