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
2126
$8.85M ﹤0.01%
674,900
+178,069
2127
$8.84M ﹤0.01%
584,952
+33,410
2128
$8.82M ﹤0.01%
230,762
+116,585
2129
$8.81M ﹤0.01%
155,813
+41,717
2130
$8.8M ﹤0.01%
24,988
+5,187
2131
$8.79M ﹤0.01%
183,365
-15,132
2132
$8.79M ﹤0.01%
151,228
+50,353
2133
$8.78M ﹤0.01%
20,231
+3,878
2134
$8.77M ﹤0.01%
2,129,731
+119,193
2135
$8.76M ﹤0.01%
263,384
-21,239
2136
$8.74M ﹤0.01%
741,698
+89,207
2137
$8.74M ﹤0.01%
82,269
+67,547
2138
$8.74M ﹤0.01%
325,689
-104,780
2139
$8.73M ﹤0.01%
586,006
+18,029
2140
$8.72M ﹤0.01%
254,779
+2,405
2141
$8.71M ﹤0.01%
293,416
+134,350
2142
$8.71M ﹤0.01%
737,980
-406,950
2143
$8.7M ﹤0.01%
+150,238
2144
$8.7M ﹤0.01%
341,941
+220,085
2145
$8.68M ﹤0.01%
386,468
+177,503
2146
$8.68M ﹤0.01%
225,306
+176,780
2147
$8.67M ﹤0.01%
358,001
+12,223
2148
$8.65M ﹤0.01%
166,285
-59,808
2149
$8.63M ﹤0.01%
233,463
+33,966
2150
$8.62M ﹤0.01%
997,980
-978,593