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
5526
– –
0
5527
$72K ﹤0.01%
6,839
5528
$72K ﹤0.01%
12,005
+27
5529
$72K ﹤0.01%
1,622
-44,244
5530
$72K ﹤0.01%
19,538
5531
$72K ﹤0.01%
2,450
-9,814
5532
$71K ﹤0.01%
3,842
-329
5533
$71K ﹤0.01%
21,116
-6,868
5534
$71K ﹤0.01%
4,645
+1,700
5535
$70K ﹤0.01%
8,485
-5,216
5536
$70K ﹤0.01%
259
-147
5537
$70K ﹤0.01%
463
-1,195
5538
$69K ﹤0.01%
11,399
+10
5539
$69K ﹤0.01%
10,261
-5,753
5540
$69K ﹤0.01%
3,762
+2,614
5541
$69K ﹤0.01%
4,934
-5,787
5542
$69K ﹤0.01%
6,182
-11,380
5543
$69K ﹤0.01%
16,193
+13,255
5544
$69K ﹤0.01%
6,511
-34,386
5545
$68K ﹤0.01%
9,256
-1,966
5546
$68K ﹤0.01%
3,074
+2,083
5547
$68K ﹤0.01%
13,610
5548
$68K ﹤0.01%
4,783
-2,482
5549
$68K ﹤0.01%
25,406
+8,198
5550
$68K ﹤0.01%
20,558
-7,199
220 221
222
223 224