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
2551
$5.45M ﹤0.01%
177,260
+4,711
2552
$5.45M ﹤0.01%
30,241
-12,814
2553
$5.45M ﹤0.01%
187,082
+30,013
2554
$5.45M ﹤0.01%
15,990
+3,140
2555
$5.45M ﹤0.01%
102,636
+11,693
2556
$5.44M ﹤0.01%
605,351
+14,827
2557
$5.44M ﹤0.01%
269,773
-782,521
2558
$5.44M ﹤0.01%
110,542
-15,175
2559
$5.44M ﹤0.01%
363,758
-153,653
2560
$5.42M ﹤0.01%
485,328
-408,449
2561
$5.42M ﹤0.01%
385,126
+2,079
2562
$5.42M ﹤0.01%
169,432
+10,833
2563
$5.41M ﹤0.01%
125,556
-12,925
2564
$5.4M ﹤0.01%
84,027
+46,569
2565
$5.4M ﹤0.01%
132,808
-68,998
2566
$5.39M ﹤0.01%
330,090
-447,783
2567
$5.39M ﹤0.01%
70,220
+19,269
2568
$5.39M ﹤0.01%
245,070
+31,243
2569
$5.38M ﹤0.01%
432,120
+61,009
2570
$5.35M ﹤0.01%
199,124
-40,962
2571
$5.35M ﹤0.01%
97,575
+19,995
2572
$5.34M ﹤0.01%
106,756
-36,113
2573
$5.34M ﹤0.01%
147,118
-4,383
2574
$5.34M ﹤0.01%
752,644
+277,812
2575
$5.34M ﹤0.01%
153,616
+9,570