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

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
2476
$5.91M ﹤0.01%
222,264
-23,566
2477
$5.89M ﹤0.01%
944,847
+58,317
2478
$5.87M ﹤0.01%
208,865
+10,920
2479
$5.87M ﹤0.01%
426,258
+24,903
2480
$5.86M ﹤0.01%
527,884
+232,372
2481
$5.85M ﹤0.01%
202,098
+194,079
2482
$5.84M ﹤0.01%
93,866
+39,643
2483
$5.82M ﹤0.01%
124,172
-25,876
2484
$5.82M ﹤0.01%
116,748
-74,568
2485
$5.81M ﹤0.01%
102,310
-42,413
2486
$5.81M ﹤0.01%
115,221
+4,777
2487
$5.8M ﹤0.01%
461,592
+192,644
2488
$5.79M ﹤0.01%
872,556
+818,095
2489
$5.78M ﹤0.01%
236,224
+17,816
2490
$5.77M ﹤0.01%
307,680
-397,695
2491
$5.76M ﹤0.01%
193,689
+139,319
2492
$5.76M ﹤0.01%
226,822
-94,761
2493
$5.76M ﹤0.01%
54,357
-2,417
2494
$5.75M ﹤0.01%
631,887
+148,311
2495
$5.74M ﹤0.01%
113,408
-1,034
2496
$5.73M ﹤0.01%
138,156
+16,938
2497
$5.72M ﹤0.01%
+299,033
2498
$5.72M ﹤0.01%
788,645
+24,586
2499
$5.71M ﹤0.01%
219,603
-16,146
2500
$5.7M ﹤0.01%
228,798
-352,282