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
3926
$1.09M ﹤0.01%
31,615
-1,993
3927
$1.09M ﹤0.01%
34,966
+14,796
3928
$1.08M ﹤0.01%
465,727
+45,233
3929
$1.08M ﹤0.01%
97,817
-29,024
3930
$1.08M ﹤0.01%
133,038
+96,287
3931
$1.08M ﹤0.01%
100,926
-650
3932
$1.08M ﹤0.01%
15,504
+14,208
3933
$1.08M ﹤0.01%
64,049
+10,419
3934
$1.07M ﹤0.01%
32,172
+5,605
3935
$1.07M ﹤0.01%
2,575
+1,824
3936
$1.07M ﹤0.01%
71,864
+6,636
3937
$1.07M ﹤0.01%
36,691
-6,997
3938
$1.07M ﹤0.01%
16,169
+9,045
3939
$1.07M ﹤0.01%
33,364
+19,826
3940
$1.07M ﹤0.01%
39,562
+4,776
3941
$1.06M ﹤0.01%
311,072
+147,809
3942
$1.06M ﹤0.01%
38,843
-22,561
3943
$1.06M ﹤0.01%
65,153
+8,679
3944
$1.06M ﹤0.01%
28,362
-23,927
3945
$1.06M ﹤0.01%
177,842
-17,054
3946
$1.06M ﹤0.01%
23,920
-1,635
3947
$1.06M ﹤0.01%
55,514
-830
3948
$1.06M ﹤0.01%
135,467
-67,202
3949
$1.06M ﹤0.01%
839,315
+812,548
3950
$1.06M ﹤0.01%
35,511
+20,301
156 157
158
159 160