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
3551
$1.73M ﹤0.01%
235,667
-5,842
3552
$1.72M ﹤0.01%
26,587
+14,520
3553
$1.72M ﹤0.01%
164,105
-7,507
3554
$1.72M ﹤0.01%
232,226
+10,080
3555
$1.72M ﹤0.01%
49,218
+47,155
3556
$1.71M ﹤0.01%
69,482
-79,048
3557
$1.71M ﹤0.01%
42,125
-4,873
3558
$1.71M ﹤0.01%
180,573
-460
3559
$1.71M ﹤0.01%
29,657
-11,310
3560
$1.7M ﹤0.01%
35,967
-3,250
3561
$1.7M ﹤0.01%
280,952
+91,088
3562
$1.7M ﹤0.01%
11,294
+1,122
3563
$1.7M ﹤0.01%
90,947
-25,943
3564
$1.69M ﹤0.01%
62,705
-159,799
3565
$1.69M ﹤0.01%
68,507
+58,191
3566
$1.69M ﹤0.01%
13,912
+9,343
3567
$1.68M ﹤0.01%
62,191
-18,890
3568
$1.68M ﹤0.01%
108,364
+3,695
3569
$1.67M ﹤0.01%
49,492
+4,039
3570
$1.67M ﹤0.01%
+88,024
3571
$1.67M ﹤0.01%
88,074
+61,432
3572
$1.67M ﹤0.01%
71,243
+63,458
3573
$1.67M ﹤0.01%
120,019
-466
3574
$1.67M ﹤0.01%
55
+39
3575
$1.66M ﹤0.01%
47,805
-3,284
141 142
143
144 145