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
1301
$23.4M 0.01%
486,018
+215,572
1302
$23.4M 0.01%
1,347,631
+62,351
1303
$23.3M 0.01%
963,017
+316,751
1304
$23.3M 0.01%
404,446
-216,708
1305
$23.3M 0.01%
+1,261,806
1306
$23.2M 0.01%
309,819
-3,478
1307
$23.2M 0.01%
922,168
+98,899
1308
$23.2M 0.01%
1,306,822
+200,926
1309
$23.2M 0.01%
1,252,943
+86,880
1310
$23.1M 0.01%
636,354
-350,243
1311
$23.1M 0.01%
857,126
+13,945
1312
$23.1M 0.01%
279,288
-47,176
1313
$23.1M 0.01%
237,799
+62,440
1314
$23.1M 0.01%
1,912,959
-1,434,986
1315
$23.1M 0.01%
966,803
+646,708
1316
$23.1M 0.01%
603,584
+3,080
1317
$23.1M 0.01%
471,538
+170,037
1318
$23M 0.01%
666,205
-71,494
1319
$23M 0.01%
506,862
+205,054
1320
$23M 0.01%
880,678
+104,607
1321
$23M 0.01%
496,492
+223,660
1322
$22.9M 0.01%
+1,548,779
1323
$22.8M 0.01%
410,692
+241,803
1324
$22.8M 0.01%
1,707,948
+46,960
1325
$22.8M 0.01%
296,963
-175,511