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
2076
$9.33M ﹤0.01%
99,140
-46,173
2077
$9.32M ﹤0.01%
+464,862
2078
$9.3M ﹤0.01%
1,232,923
-131,010
2079
$9.27M ﹤0.01%
118,616
-8,118
2080
$9.26M ﹤0.01%
704,532
+536,727
2081
$9.26M ﹤0.01%
538,209
-117,340
2082
$9.26M ﹤0.01%
13,043
-1,045
2083
$9.23M ﹤0.01%
314,968
-16,105
2084
$9.23M ﹤0.01%
270,538
-475,315
2085
$9.19M ﹤0.01%
374,801
+23,838
2086
$9.17M ﹤0.01%
325,539
-295,128
2087
$9.17M ﹤0.01%
401,730
+60,288
2088
$9.16M ﹤0.01%
655,977
+142,593
2089
$9.15M ﹤0.01%
263,997
-105,419
2090
$9.14M ﹤0.01%
363,741
-82,693
2091
$9.13M ﹤0.01%
86,129
-14,201
2092
$9.12M ﹤0.01%
380,276
+62,239
2093
$9.12M ﹤0.01%
620,779
+61,296
2094
$9.1M ﹤0.01%
371,453
+16,892
2095
$9.1M ﹤0.01%
170,817
-82,708
2096
$9.1M ﹤0.01%
380,259
+140,458
2097
$9.09M ﹤0.01%
419,088
+292,696
2098
$9.09M ﹤0.01%
528,356
-4,443
2099
$9.08M ﹤0.01%
732,561
+395,774
2100
$9.07M ﹤0.01%
606,659
+388,417