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
5801
$29K ﹤0.01%
1,154
-22,870
5802
$29K ﹤0.01%
1,762
-4,903
5803
$29K ﹤0.01%
2,204
+1,382
5804
$29K ﹤0.01%
1,206
+333
5805
$28K ﹤0.01%
6
-25
5806
$28K ﹤0.01%
5,957
-55,869
5807
$28K ﹤0.01%
2
5808
$28K ﹤0.01%
1,000
-70
5809
$28K ﹤0.01%
2,089
-65,764
5810
$28K ﹤0.01%
1,317
+1,179
5811
$28K ﹤0.01%
3,724
-882
5812
$28K ﹤0.01%
1,087
5813
$27K ﹤0.01%
1,798
5814
$27K ﹤0.01%
3,476
-40,952
5815
$27K ﹤0.01%
6,398
+2,437
5816
$27K ﹤0.01%
2,401
-708
5817
$27K ﹤0.01%
5,167
-222,137
5818
$27K ﹤0.01%
10,029
5819
$27K ﹤0.01%
13,039
-1,000
5820
$27K ﹤0.01%
7,820
5821
$27K ﹤0.01%
1,162
-242
5822
$26K ﹤0.01%
2,105
+1,200
5823
$26K ﹤0.01%
2,468
-4,431
5824
$26K ﹤0.01%
1,048
5825
– –
0
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233
234 235