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
5601
$60K ﹤0.01%
2,976
-961
5602
$60K ﹤0.01%
10,012
+9,317
5603
$59K ﹤0.01%
8,908
+5,000
5604
$59K ﹤0.01%
11,634
+1,034
5605
$59K ﹤0.01%
+1,357
5606
$59K ﹤0.01%
9,434
+3,886
5607
$59K ﹤0.01%
44,352
5608
$59K ﹤0.01%
5,983
-4,170
5609
$58K ﹤0.01%
3,786
-2,920
5610
$58K ﹤0.01%
2,991
-161
5611
$58K ﹤0.01%
9
-34
5612
$58K ﹤0.01%
4,622
+3,907
5613
$58K ﹤0.01%
1,010
+48
5614
$57K ﹤0.01%
115
-1,062
5615
$57K ﹤0.01%
3,447
5616
$57K ﹤0.01%
4,007
-7,801
5617
$57K ﹤0.01%
26,339
+24,714
5618
$57K ﹤0.01%
584
+300
5619
$56K ﹤0.01%
66
-237
5620
$56K ﹤0.01%
5,775
-8,630
5621
$56K ﹤0.01%
6,531
+762
5622
$56K ﹤0.01%
2,150
5623
$55K ﹤0.01%
27,698
-6,774
5624
$55K ﹤0.01%
5,222
+4,847
5625
$55K ﹤0.01%
4
-35
223 224
225
226 227