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
1551
$17M 0.01%
259,589
-10,468
1552
$17M 0.01%
358,263
+33,805
1553
$17M 0.01%
442,709
-100,641
1554
$17M 0.01%
443,644
+244,407
1555
$17M 0.01%
401,596
+74,295
1556
$16.9M 0.01%
320,586
-76,962
1557
$16.9M 0.01%
184,309
-43,719
1558
$16.9M 0.01%
322,854
-113,208
1559
$16.9M 0.01%
284,012
-51,530
1560
$16.9M 0.01%
335,130
+806
1561
$16.9M 0.01%
1,238,820
-577,585
1562
$16.8M 0.01%
1,388,866
+103,756
1563
$16.8M 0.01%
988,086
-45,942
1564
$16.8M 0.01%
855,049
-272,442
1565
$16.8M 0.01%
2,255,747
+258,229
1566
$16.8M 0.01%
494,059
-426,975
1567
$16.8M 0.01%
1,096,021
-942,777
1568
$16.8M 0.01%
202,853
-121,529
1569
$16.7M 0.01%
203,021
+78,165
1570
$16.7M 0.01%
360,144
+81,443
1571
$16.7M 0.01%
274,390
-131,528
1572
$16.7M 0.01%
798,349
+779,258
1573
$16.6M 0.01%
391,494
-37,365
1574
$16.6M 0.01%
430,395
+85,531
1575
$16.6M 0.01%
979,443
-984,756