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
5501
$78K ﹤0.01%
+3,124
5502
$78K ﹤0.01%
5,441
+4,783
5503
$77K ﹤0.01%
17,616
-8,723
5504
$77K ﹤0.01%
9,352
-38,755
5505
$77K ﹤0.01%
8,553
+2,006
5506
$77K ﹤0.01%
11,472
+5,234
5507
$76K ﹤0.01%
13,527
+13,027
5508
$76K ﹤0.01%
2,650
-11,852
5509
$75K ﹤0.01%
1,751
-4,677
5510
$75K ﹤0.01%
990
-837
5511
$75K ﹤0.01%
9,961
+1,000
5512
$75K ﹤0.01%
5,412
-35,615
5513
$75K ﹤0.01%
3,755
-25
5514
$75K ﹤0.01%
5,900
+1,175
5515
$74K ﹤0.01%
3,086
+1,018
5516
$74K ﹤0.01%
39
+18
5517
$74K ﹤0.01%
+2,428
5518
$73K ﹤0.01%
9,429
+7,768
5519
$73K ﹤0.01%
10,986
+2,178
5520
$73K ﹤0.01%
63,407
+54,156
5521
$73K ﹤0.01%
4,713
-3,260
5522
$73K ﹤0.01%
21,235
-202,916
5523
$73K ﹤0.01%
5,195
-1,450
5524
$72K ﹤0.01%
4,764
+1,564
5525
$72K ﹤0.01%
6
-26
219 220
221
222 223