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
2901
$3.68M ﹤0.01%
277,877
+55,700
2902
$3.68M ﹤0.01%
146,781
-1,651
2903
$3.68M ﹤0.01%
133,479
+20,094
2904
$3.67M ﹤0.01%
191,363
+28,577
2905
$3.67M ﹤0.01%
63,942
-43,014
2906
$3.67M ﹤0.01%
35,685
-2,793
2907
$3.67M ﹤0.01%
850,404
+87,978
2908
$3.66M ﹤0.01%
140,770
+31,712
2909
$3.66M ﹤0.01%
255,731
+78,262
2910
$3.66M ﹤0.01%
+254,100
2911
$3.65M ﹤0.01%
708,156
-1,477,012
2912
$3.65M ﹤0.01%
673,474
+28,433
2913
$3.65M ﹤0.01%
39,743
+9,013
2914
$3.64M ﹤0.01%
126,572
-117,054
2915
$3.63M ﹤0.01%
48,306
+6,446
2916
$3.63M ﹤0.01%
292,088
-38,756
2917
$3.63M ﹤0.01%
137,358
+9,077
2918
$3.63M ﹤0.01%
+183,110
2919
$3.62M ﹤0.01%
387,561
+77,503
2920
$3.61M ﹤0.01%
57,002
-36,317
2921
$3.61M ﹤0.01%
26,161
-52,931
2922
$3.61M ﹤0.01%
198,343
+108,135
2923
$3.61M ﹤0.01%
88,558
-19,431
2924
$3.61M ﹤0.01%
110,163
+10,126
2925
$3.61M ﹤0.01%
116,520
+59,664
115 116
117
118 119