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
4201
$768K ﹤0.01%
38,461
-20,224
4202
$768K ﹤0.01%
12,690
-692
4203
$768K ﹤0.01%
57,216
-50,001
4204
$768K ﹤0.01%
52,269
-93,199
4205
$767K ﹤0.01%
70,101
-6,245
4206
$767K ﹤0.01%
26,597
+5,344
4207
$766K ﹤0.01%
16,817
+4,637
4208
$766K ﹤0.01%
16,733
-2,033
4209
$765K ﹤0.01%
48,847
-2,601
4210
$763K ﹤0.01%
38,045
+1,899
4211
$762K ﹤0.01%
63,376
-952
4212
$758K ﹤0.01%
69,992
+21,097
4213
$756K ﹤0.01%
22,959
+997
4214
$753K ﹤0.01%
52,074
+334
4215
$752K ﹤0.01%
29,059
-284,531
4216
$751K ﹤0.01%
28,210
+27,546
4217
$751K ﹤0.01%
157,461
+147,057
4218
$749K ﹤0.01%
35,243
-35,369
4219
$749K ﹤0.01%
33,791
+4,473
4220
$747K ﹤0.01%
28,311
+9,108
4221
$747K ﹤0.01%
40,917
-2,580
4222
$741K ﹤0.01%
33,387
+7,758
4223
$739K ﹤0.01%
25,393
+8,007
4224
$739K ﹤0.01%
1,621
+530
4225
$738K ﹤0.01%
10,559
-977
167 168
169
170 171