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
2501
$5.7M ﹤0.01%
253,907
+58,307
2502
$5.69M ﹤0.01%
82,799
+1,218
2503
$5.68M ﹤0.01%
49,556
-10,621
2504
$5.68M ﹤0.01%
167,967
+15,607
2505
$5.68M ﹤0.01%
73,529
+1,138
2506
$5.66M ﹤0.01%
118,715
-160,189
2507
$5.66M ﹤0.01%
267,643
-5,890
2508
$5.65M ﹤0.01%
678,042
+665,052
2509
$5.64M ﹤0.01%
173,187
+104,006
2510
$5.64M ﹤0.01%
210,154
+1,685
2511
$5.64M ﹤0.01%
810,412
+108,555
2512
$5.63M ﹤0.01%
431,153
-139,318
2513
$5.62M ﹤0.01%
74,245
+10,169
2514
$5.62M ﹤0.01%
181,217
+83,497
2515
$5.61M ﹤0.01%
126,780
-2,206
2516
$5.61M ﹤0.01%
198,758
+292
2517
$5.6M ﹤0.01%
135,482
+39,676
2518
$5.6M ﹤0.01%
246,075
+11,757
2519
$5.6M ﹤0.01%
330,100
+93,552
2520
$5.59M ﹤0.01%
130,031
+97,434
2521
$5.59M ﹤0.01%
2,213,210
+832,200
2522
$5.59M ﹤0.01%
245,916
-63,959
2523
$5.59M ﹤0.01%
399,033
+172,215
2524
$5.58M ﹤0.01%
210,950
-12,629
2525
$5.58M ﹤0.01%
333,375
+25,076