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
5776
$32K ﹤0.01%
11,529
+4,750
5777
$32K ﹤0.01%
6
-17
5778
$32K ﹤0.01%
18
5779
$32K ﹤0.01%
13,468
+13,336
5780
$32K ﹤0.01%
2,750
-1,463
5781
$32K ﹤0.01%
1,625
+1,366
5782
$32K ﹤0.01%
9,779
+2,038
5783
$32K ﹤0.01%
107,748
-28,769
5784
$32K ﹤0.01%
2,238
-5,027
5785
$31K ﹤0.01%
5,047
+4,997
5786
$31K ﹤0.01%
3,510
+669
5787
$31K ﹤0.01%
17
-405
5788
$31K ﹤0.01%
1
-8
5789
$31K ﹤0.01%
1,339
-220
5790
$30K ﹤0.01%
9,329
-588
5791
$30K ﹤0.01%
3,553
5792
$30K ﹤0.01%
51
-73
5793
$30K ﹤0.01%
6,594
-7,898
5794
$30K ﹤0.01%
+1,189
5795
$30K ﹤0.01%
9,800
+6,450
5796
$30K ﹤0.01%
11,569
+245
5797
$30K ﹤0.01%
57,870
-119,167
5798
$29K ﹤0.01%
3,449
-921
5799
$29K ﹤0.01%
1,110
-20,342
5800
$29K ﹤0.01%
+1,148
230 231
232
233 234