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
2326
$6.97M ﹤0.01%
936,834
-11,375
2327
$6.97M ﹤0.01%
77,193
+12,461
2328
$6.97M ﹤0.01%
232,164
-588,743
2329
$6.96M ﹤0.01%
161,668
-115,918
2330
$6.95M ﹤0.01%
159,468
+49,758
2331
$6.94M ﹤0.01%
388,576
+35,038
2332
$6.92M ﹤0.01%
142,501
+2,224
2333
$6.92M ﹤0.01%
26,494
+13,009
2334
$6.92M ﹤0.01%
561,788
-161,588
2335
$6.91M ﹤0.01%
219,959
-27,696
2336
$6.9M ﹤0.01%
124,417
+49,323
2337
$6.89M ﹤0.01%
451,569
-33,706
2338
$6.89M ﹤0.01%
483,129
+400,368
2339
$6.88M ﹤0.01%
434,920
-8,940
2340
$6.84M ﹤0.01%
129,422
-6,763
2341
$6.84M ﹤0.01%
197,288
-18,923
2342
$6.83M ﹤0.01%
92,630
-18,004
2343
$6.83M ﹤0.01%
48,085
-20,779
2344
$6.82M ﹤0.01%
69,719
+13,305
2345
$6.81M ﹤0.01%
314,564
-176,523
2346
$6.79M ﹤0.01%
74,820
-170,307
2347
$6.78M ﹤0.01%
80,666
+15,274
2348
$6.78M ﹤0.01%
645,379
+575,919
2349
$6.78M ﹤0.01%
270
2350
$6.77M ﹤0.01%
623,793
+39,149