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
1526
$17.8M 0.01%
2,141,981
-5,481,164
1527
$17.7M 0.01%
526,185
+125,362
1528
$17.7M 0.01%
1,624,395
-142,385
1529
$17.7M 0.01%
547,476
+80,137
1530
$17.6M 0.01%
31,650
-4,364
1531
$17.6M 0.01%
944,878
+407,898
1532
$17.5M 0.01%
719,652
+424,455
1533
$17.4M 0.01%
380,409
+338,384
1534
$17.3M 0.01%
234,368
+98,384
1535
$17.3M 0.01%
556,247
-2,634
1536
$17.3M 0.01%
1,082,107
-42,220
1537
$17.3M 0.01%
971,615
+190,747
1538
$17.3M 0.01%
1,706,276
+38,016
1539
$17.3M 0.01%
591,769
+9,560
1540
$17.2M 0.01%
293,515
+19,013
1541
$17.2M 0.01%
313,675
+92,091
1542
$17.2M 0.01%
98,241
+80,950
1543
$17.2M 0.01%
638,490
+593,875
1544
$17.2M 0.01%
699,169
+77,410
1545
$17.2M 0.01%
189,653
+11,165
1546
$17.1M 0.01%
359,329
+37,054
1547
$17.1M 0.01%
793,030
+49,541
1548
$17.1M 0.01%
670,669
+195,679
1549
$17.1M 0.01%
1,778,516
-669,121
1550
$17.1M 0.01%
840,044
+116,698