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
1176
$27.5M 0.01%
731,931
+388,584
1177
$27.4M 0.01%
312,026
+32,496
1178
$27.4M 0.01%
573,045
-285,694
1179
$27.3M 0.01%
1,001,510
-700,179
1180
$27.3M 0.01%
2,413,483
+515,136
1181
$27.3M 0.01%
637,796
+38,076
1182
$27.3M 0.01%
784,084
+466,373
1183
$27.2M 0.01%
667,795
+63,599
1184
$27.2M 0.01%
571,961
-30,809
1185
$27.2M 0.01%
1,797,115
+438,166
1186
$27.1M 0.01%
793,154
-281,974
1187
$27.1M 0.01%
1,033,108
+175,722
1188
$27M 0.01%
252,062
+36,622
1189
$27M 0.01%
1,098,868
-324,332
1190
$27M 0.01%
1,024,826
-625,744
1191
$26.9M 0.01%
366,450
-30,718
1192
$26.9M 0.01%
614,907
+55,767
1193
$26.9M 0.01%
582,230
+50,485
1194
$26.8M 0.01%
797,901
+38,194
1195
$26.8M 0.01%
1,122,676
+125,948
1196
$26.7M 0.01%
229,213
-33,197
1197
$26.7M 0.01%
527,032
+254,222
1198
$26.7M 0.01%
1,255,509
+204,251
1199
$26.6M 0.01%
409,439
-29,980
1200
$26.5M 0.01%
467,018
+54,411
46 47
48
49 50