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
2026
$9.91M ﹤0.01%
556,815
-202,756
2027
$9.85M ﹤0.01%
1,655,006
+355,865
2028
$9.84M ﹤0.01%
38,875
-23,101
2029
$9.83M ﹤0.01%
415,560
+193,820
2030
$9.81M ﹤0.01%
621,471
+67,260
2031
$9.81M ﹤0.01%
247,207
-19,526
2032
$9.8M ﹤0.01%
826,965
+509,837
2033
$9.8M ﹤0.01%
429,036
+285,443
2034
$9.8M ﹤0.01%
165,214
+164,139
2035
$9.76M ﹤0.01%
5,386
+598
2036
$9.75M ﹤0.01%
640,098
-448,746
2037
$9.75M ﹤0.01%
457,210
+75,860
2038
$9.74M ﹤0.01%
521,736
-836,997
2039
$9.74M ﹤0.01%
160,754
+106,770
2040
$9.73M ﹤0.01%
126,111
+64,914
2041
$9.72M ﹤0.01%
267,669
-311,651
2042
$9.69M ﹤0.01%
211,524
+10,023
2043
$9.68M ﹤0.01%
348,267
+237,794
2044
$9.68M ﹤0.01%
31,909
-550
2045
$9.68M ﹤0.01%
310,159
+25,071
2046
$9.66M ﹤0.01%
8,250
+250
2047
$9.66M ﹤0.01%
74,466
+36,261
2048
$9.65M ﹤0.01%
266,143
-46,466
2049
$9.64M ﹤0.01%
142,296
+10,568
2050
$9.64M ﹤0.01%
+32,096