Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$839M
2
+$705M
3
+$342M
4
SPLK
Splunk Inc
SPLK
+$337M
5
META icon
Meta Platforms (Facebook)
META
+$310M

Top Sells

1
+$1.15B
2
+$425M
3
+$366M
4
AKAM icon
Akamai
AKAM
+$357M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$341M

Sector Composition

1 Technology 8.7%
2 Financials 8.5%
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
851
$45.8M 0.02%
1,046,119
-9,633
852
$45.7M 0.02%
546,375
+173,515
853
$45.6M 0.02%
701,681
-137,650
854
$45.5M 0.02%
544,754
+18,915
855
$45.4M 0.02%
1,230,629
-125,931
856
$45.3M 0.02%
2,413,743
+139,290
857
$45.3M 0.02%
860,656
-40,352
858
$44.9M 0.02%
7,694,594
+1,367,433
859
$44.9M 0.02%
1,229,724
-209,667
860
$44.9M 0.02%
4,226,397
+245,762
861
$44.6M 0.02%
1,605,174
-69,528
862
$44.6M 0.02%
4,323,535
+293,028
863
$44.5M 0.02%
1,071,463
-235,250
864
$44.5M 0.02%
1,657,420
-356,685
865
$44.5M 0.02%
1,589,164
-13,080
866
$44.5M 0.02%
1,271,590
-82,564
867
$44.4M 0.02%
4,123
+780
868
$44.3M 0.02%
3,093,770
-283,488
869
$44.2M 0.02%
2,323,834
+97,765
870
$44M 0.02%
529,943
+18,494
871
$43.9M 0.02%
850,679
-8,583
872
$43.7M 0.02%
696,483
+105,564
873
$43.6M 0.02%
680,203
+223,140
874
$43.5M 0.02%
3,613,496
+122,920
875
$43.5M 0.02%
409,098
+30,420
33 34
35
36 37