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
1576
$16.6M 0.01%
1,001,322
+118,150
1577
$16.6M 0.01%
2,599,292
-571,508
1578
$16.5M 0.01%
2,080,362
-24,588
1579
$16.5M 0.01%
574,362
-946,029
1580
$16.5M 0.01%
308,752
-49,281
1581
$16.5M 0.01%
453,702
-34,902
1582
$16.5M 0.01%
308,963
+82,786
1583
$16.5M 0.01%
666,877
-28,552
1584
$16.4M 0.01%
597,132
-44,844
1585
$16.4M 0.01%
2,106,006
-98,760
1586
$16.4M 0.01%
56,352
+2,369
1587
$16.4M 0.01%
1,754,689
+145,415
1588
$16.4M 0.01%
150,392
-7,779
1589
$16.4M 0.01%
379,655
+241,687
1590
$16.4M 0.01%
387,360
+251,825
1591
$16.4M 0.01%
850,209
+189,230
1592
$16.2M 0.01%
1,689,729
+934,323
1593
$16.2M 0.01%
1,002,613
-45,941
1594
$16.2M 0.01%
130,458
-31,272
1595
$16.2M 0.01%
592,575
+228,387
1596
$16.2M 0.01%
526,585
-215,652
1597
$16.2M 0.01%
419,415
+46,272
1598
$16.1M 0.01%
381,142
+287,557
1599
$16.1M 0.01%
378,952
+294,052
1600
$16.1M 0.01%
287,644
-2,440