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
2051
$9.63M ﹤0.01%
218,708
-11,184
2052
$9.62M ﹤0.01%
370,076
+15,776
2053
$9.61M ﹤0.01%
468,586
+82,010
2054
$9.61M ﹤0.01%
279,324
+121,057
2055
$9.59M ﹤0.01%
347,344
+63,043
2056
$9.55M ﹤0.01%
371,142
+1,847
2057
$9.55M ﹤0.01%
249,713
+125,000
2058
$9.53M ﹤0.01%
652,946
+115,730
2059
$9.52M ﹤0.01%
341,174
+223,344
2060
$9.49M ﹤0.01%
605,480
-2,338,295
2061
$9.47M ﹤0.01%
590,314
+48,633
2062
$9.46M ﹤0.01%
445,045
+98,785
2063
$9.44M ﹤0.01%
841,681
-643,534
2064
$9.44M ﹤0.01%
639,920
-22,237
2065
$9.43M ﹤0.01%
847,648
-713,242
2066
$9.4M ﹤0.01%
212,175
+43,988
2067
$9.39M ﹤0.01%
839,516
+2,189
2068
$9.38M ﹤0.01%
313,939
+260,964
2069
$9.38M ﹤0.01%
590,284
-474,132
2070
$9.37M ﹤0.01%
1,773,900
+238,572
2071
$9.35M ﹤0.01%
104,035
-108,569
2072
$9.35M ﹤0.01%
453,659
-211,475
2073
$9.35M ﹤0.01%
521,841
-5,369
2074
$9.34M ﹤0.01%
206,252
+20,012
2075
$9.33M ﹤0.01%
367,529
+243,915