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
3626
$1.57M ﹤0.01%
30,309
+10,049
3627
$1.57M ﹤0.01%
21,822
-6,941
3628
$1.56M ﹤0.01%
50,681
-22,215
3629
$1.56M ﹤0.01%
72,873
-19,550
3630
$1.56M ﹤0.01%
33,005
+23,045
3631
$1.56M ﹤0.01%
5,940
-1,850
3632
$1.56M ﹤0.01%
611
-223
3633
$1.55M ﹤0.01%
23,651
-67,279
3634
$1.55M ﹤0.01%
177,052
+12,997
3635
$1.55M ﹤0.01%
68,834
+9,678
3636
$1.55M ﹤0.01%
84,897
-4,794
3637
$1.55M ﹤0.01%
79,485
+67,635
3638
$1.54M ﹤0.01%
+187,872
3639
$1.54M ﹤0.01%
20,202
+10,323
3640
$1.54M ﹤0.01%
54,082
-1,715
3641
$1.54M ﹤0.01%
23,310
+6,085
3642
$1.54M ﹤0.01%
40,504
+4,850
3643
$1.54M ﹤0.01%
48,929
-21,119
3644
$1.53M ﹤0.01%
52,320
-18,071
3645
$1.53M ﹤0.01%
146,708
+95,194
3646
$1.53M ﹤0.01%
52,407
-87,107
3647
$1.53M ﹤0.01%
52,764
-342
3648
$1.53M ﹤0.01%
17,309
-96
3649
$1.53M ﹤0.01%
71,654
+21,648
3650
$1.53M ﹤0.01%
42,308
-115,721
144 145
146
147 148