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
5551
$68K ﹤0.01%
8,324
+191
5552
$67K ﹤0.01%
14,955
-840
5553
$67K ﹤0.01%
5,017
+87
5554
$67K ﹤0.01%
3,417
5555
$67K ﹤0.01%
1,703
5556
$66K ﹤0.01%
1,753
-1,680
5557
$66K ﹤0.01%
2,478
+2,281
5558
$66K ﹤0.01%
1,214
+1,164
5559
$66K ﹤0.01%
5,415
-619
5560
$66K ﹤0.01%
2,255
+1,978
5561
$66K ﹤0.01%
16,639
-13
5562
$66K ﹤0.01%
9,793
+545
5563
$65K ﹤0.01%
36,750
+10,000
5564
$65K ﹤0.01%
2,625
-610
5565
$65K ﹤0.01%
10,285
+261
5566
$65K ﹤0.01%
5,071
-128,035
5567
$65K ﹤0.01%
21,340
-1,885
5568
$65K ﹤0.01%
2,025
5569
$64K ﹤0.01%
3,915
-4,057
5570
$64K ﹤0.01%
9,084
+701
5571
$64K ﹤0.01%
11,693
-32,745
5572
$64K ﹤0.01%
359
+358
5573
$64K ﹤0.01%
4,558
+3,886
5574
$64K ﹤0.01%
4,455
-1,341
5575
$63K ﹤0.01%
99
-110
221 222
223
224 225