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
1476
$18.9M 0.01%
1,069,259
+722,424
1477
$18.9M 0.01%
852,679
-78,721
1478
$18.8M 0.01%
1,270,860
+245,214
1479
$18.8M 0.01%
452,527
+251,023
1480
$18.8M 0.01%
416,910
+96,316
1481
$18.8M 0.01%
220,158
+125,819
1482
$18.8M 0.01%
1,127
+201
1483
$18.8M 0.01%
642,159
-152,773
1484
$18.7M 0.01%
310,173
-34,101
1485
$18.7M 0.01%
1,042,713
+121,881
1486
$18.7M 0.01%
503,184
+17,707
1487
$18.6M 0.01%
618,890
+5,606
1488
$18.6M 0.01%
211,523
+59,031
1489
$18.6M 0.01%
850,652
+49,450
1490
$18.6M 0.01%
690,584
-114,786
1491
$18.6M 0.01%
833,802
-117,126
1492
$18.6M 0.01%
576,831
-66,575
1493
$18.6M 0.01%
270,147
+5,585
1494
$18.6M 0.01%
7,275,990
-929,884
1495
$18.5M 0.01%
987,860
+228,800
1496
$18.5M 0.01%
404,475
-302,576
1497
$18.5M 0.01%
311,068
-8,173
1498
$18.5M 0.01%
919,637
+380,068
1499
$18.5M 0.01%
796,851
-704,962
1500
$18.4M 0.01%
+894,876
58 59
60
61 62