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
4101
$875K ﹤0.01%
78,897
-35,707
4102
$875K ﹤0.01%
42,334
-75,420
4103
$874K ﹤0.01%
4,480
+2,857
4104
$872K ﹤0.01%
7,076
-1,791
4105
$871K ﹤0.01%
18,159
-1,454
4106
$870K ﹤0.01%
1,429
-11,708
4107
$870K ﹤0.01%
44,773
-870
4108
$870K ﹤0.01%
117,962
+20,494
4109
$868K ﹤0.01%
20,089
-13,352
4110
$867K ﹤0.01%
54,013
-88,624
4111
$866K ﹤0.01%
17,151
-2,721
4112
$866K ﹤0.01%
3,472
-858
4113
$864K ﹤0.01%
49,940
-36,743
4114
$862K ﹤0.01%
21,900
+17,749
4115
$861K ﹤0.01%
7,545
+3,206
4116
$859K ﹤0.01%
52,056
+22,096
4117
$858K ﹤0.01%
23,432
-22,219
4118
$857K ﹤0.01%
121,778
-238,103
4119
$856K ﹤0.01%
47,900
-75,386
4120
$855K ﹤0.01%
85,872
+59,604
4121
$855K ﹤0.01%
11,715
+1,915
4122
$853K ﹤0.01%
129,167
-5,445
4123
$853K ﹤0.01%
11,802
-16,711
4124
$852K ﹤0.01%
49,921
-4,567
4125
$851K ﹤0.01%
28,191
-83,204
163 164
165
166 167