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
2101
$9.06M ﹤0.01%
193,762
+55,205
2102
$9.06M ﹤0.01%
185,170
-157,623
2103
$9.06M ﹤0.01%
373,725
-252,620
2104
$9.05M ﹤0.01%
203,473
+172,787
2105
$9.04M ﹤0.01%
80,205
-17,490
2106
$9.03M ﹤0.01%
299,026
+155,430
2107
$9.03M ﹤0.01%
134,853
+22,554
2108
$9.01M ﹤0.01%
235,602
+42,673
2109
$9.01M ﹤0.01%
486,943
+16,542
2110
$9.01M ﹤0.01%
258,685
-91,349
2111
$8.99M ﹤0.01%
2,606,950
+280,745
2112
$8.99M ﹤0.01%
368,091
+33,161
2113
$8.98M ﹤0.01%
501,365
-115,991
2114
$8.98M ﹤0.01%
393,705
+2
2115
$8.96M ﹤0.01%
154,172
+59,872
2116
$8.96M ﹤0.01%
1,406,770
+822,432
2117
$8.95M ﹤0.01%
237,380
-604,832
2118
$8.92M ﹤0.01%
180,133
+122,727
2119
$8.9M ﹤0.01%
656,666
+565,305
2120
$8.89M ﹤0.01%
1,000,198
+356,106
2121
$8.88M ﹤0.01%
152,685
+52,308
2122
$8.86M ﹤0.01%
209,770
-50,850
2123
$8.86M ﹤0.01%
242,148
+66,287
2124
$8.86M ﹤0.01%
104,085
-2,007
2125
$8.85M ﹤0.01%
1,037,742
-889,977