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
5701
$43K ﹤0.01%
4,000
5702
$43K ﹤0.01%
2,669
+1,866
5703
$43K ﹤0.01%
16,482
-8,034
5704
$42K ﹤0.01%
1,146
+796
5705
$42K ﹤0.01%
13
-45
5706
$42K ﹤0.01%
6,057
-13,293
5707
$42K ﹤0.01%
9,965
-6,681
5708
$42K ﹤0.01%
825
+504
5709
$42K ﹤0.01%
4,131
+1,276
5710
$41K ﹤0.01%
7,712
-1,000
5711
$41K ﹤0.01%
4,517
-3,426
5712
$41K ﹤0.01%
2,382
-5,573
5713
$41K ﹤0.01%
785
-110
5714
$41K ﹤0.01%
5,572
+3,130
5715
$41K ﹤0.01%
1,732
-550
5716
$41K ﹤0.01%
147,517
+57,756
5717
$41K ﹤0.01%
5,780
+41
5718
$41K ﹤0.01%
1,521
5719
$40K ﹤0.01%
124
+71
5720
$40K ﹤0.01%
3,481
5721
$39K ﹤0.01%
2,902
+627
5722
$39K ﹤0.01%
3,773
+2,327
5723
$39K ﹤0.01%
3,707
5724
$39K ﹤0.01%
1,167
5725
$39K ﹤0.01%
3,200
227 228
229
230 231