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
6001
$12K ﹤0.01%
690
+22
6002
$12K ﹤0.01%
1,035
+333
6003
$12K ﹤0.01%
12,000
-5,000
6004
$12K ﹤0.01%
1,016
6005
$12K ﹤0.01%
710
6006
$12K ﹤0.01%
9,960
+260
6007
$12K ﹤0.01%
38,958
-135,700
6008
$11K ﹤0.01%
1,635
+1,627
6009
$11K ﹤0.01%
97
+37
6010
$11K ﹤0.01%
1,003
6011
$11K ﹤0.01%
607
6012
$11K ﹤0.01%
983
+20
6013
$11K ﹤0.01%
353
-1,053
6014
$11K ﹤0.01%
1,279
6015
$11K ﹤0.01%
3,268
+1,350
6016
$11K ﹤0.01%
388
6017
$11K ﹤0.01%
1,003
6018
$11K ﹤0.01%
250
6019
$11K ﹤0.01%
5,225
-287
6020
$11K ﹤0.01%
822
6021
$11K ﹤0.01%
+80
6022
$10K ﹤0.01%
658
-1,419
6023
$10K ﹤0.01%
505
+186
6024
$10K ﹤0.01%
11
6025
$10K ﹤0.01%
5,027
-3,615
239 240
241
242 243