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
5251
$138K ﹤0.01%
8,675
+1,857
5252
$137K ﹤0.01%
14,901
+1,557
5253
$137K ﹤0.01%
18
-57
5254
$137K ﹤0.01%
19,720
-31,883
5255
$137K ﹤0.01%
71,590
-144,292
5256
$136K ﹤0.01%
2,079
+443
5257
$136K ﹤0.01%
8,878
-1,560
5258
$136K ﹤0.01%
8,696
+6,277
5259
$135K ﹤0.01%
7,340
-1,096
5260
$135K ﹤0.01%
3,936
-4,502
5261
$135K ﹤0.01%
4,651
+2,348
5262
$135K ﹤0.01%
295
-13,504
5263
$134K ﹤0.01%
55,000
5264
$134K ﹤0.01%
7,256
+40
5265
$134K ﹤0.01%
8,154
5266
$133K ﹤0.01%
11,143
-65,822
5267
$133K ﹤0.01%
1,300
5268
$133K ﹤0.01%
103,123
+102,206
5269
$133K ﹤0.01%
10,807
-3,284
5270
$132K ﹤0.01%
23,997
+9,968
5271
$132K ﹤0.01%
4,198
-745
5272
$132K ﹤0.01%
8,742
-40,524
5273
$132K ﹤0.01%
13,711
+1,137
5274
$132K ﹤0.01%
8,591
-1,263
5275
$132K ﹤0.01%
17,664
+458
209 210
211
212 213