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
5126
$183K ﹤0.01%
39,920
+798
5127
$182K ﹤0.01%
6,884
+1,480
5128
$182K ﹤0.01%
14,698
-1,587
5129
$180K ﹤0.01%
4,360
-3,723
5130
$180K ﹤0.01%
36,507
-99,255
5131
$180K ﹤0.01%
5,687
+1,025
5132
$179K ﹤0.01%
10,391
+8,788
5133
$179K ﹤0.01%
27,187
+2,722
5134
$179K ﹤0.01%
196,008
+100,599
5135
$178K ﹤0.01%
9,121
+506
5136
$178K ﹤0.01%
9,235
-39,715
5137
$178K ﹤0.01%
28,747
-17,473
5138
$177K ﹤0.01%
12,398
+8,740
5139
$177K ﹤0.01%
18,864
-92,574
5140
$177K ﹤0.01%
17,164
+871
5141
$176K ﹤0.01%
24,875
+5,555
5142
$176K ﹤0.01%
4,334
+112
5143
$174K ﹤0.01%
134
-192
5144
$174K ﹤0.01%
39,044
-64,945
5145
$174K ﹤0.01%
14,809
+14,719
5146
$174K ﹤0.01%
1,424
+201
5147
$174K ﹤0.01%
1,330
-613
5148
$174K ﹤0.01%
9,181
-3,932
5149
$174K ﹤0.01%
8,385
-44
5150
$173K ﹤0.01%
9,850
204 205
206
207 208