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
1601
$16.1M 0.01%
379,488
-107,455
1602
$16M 0.01%
489,385
+16,222
1603
$16M 0.01%
758,751
+47,962
1604
$16M 0.01%
482,381
-206,937
1605
$15.9M 0.01%
392,958
+87,984
1606
$15.9M 0.01%
1,997,426
+531,545
1607
$15.9M 0.01%
3,328,189
+59,452
1608
$15.9M 0.01%
545,874
+374,725
1609
$15.9M 0.01%
538,546
-100,521
1610
$15.9M 0.01%
660,547
+74,154
1611
$15.9M 0.01%
288,517
+29,874
1612
$15.9M 0.01%
705,202
-24,674
1613
$15.8M 0.01%
213,709
-12,822
1614
$15.8M 0.01%
1,018,239
+157,014
1615
$15.8M 0.01%
371,952
+39,099
1616
$15.8M 0.01%
295,949
+154,095
1617
$15.8M 0.01%
1,575,165
+419,985
1618
$15.8M 0.01%
490,626
+83,648
1619
$15.7M 0.01%
581,921
-117,067
1620
$15.7M 0.01%
213,464
-58,251
1621
$15.7M 0.01%
464,160
-45,832
1622
$15.7M 0.01%
292,063
+33,206
1623
$15.7M 0.01%
1,224,896
-108,239
1624
$15.7M 0.01%
839,609
+136,306
1625
$15.7M 0.01%
548,237
-949
63 64
65
66 67