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
1276
$24M 0.01%
306,994
+50,208
1277
$24M 0.01%
451,599
-299,778
1278
$23.9M 0.01%
492,243
+307,474
1279
$23.9M 0.01%
736,983
-42,104
1280
$23.9M 0.01%
+2,194,576
1281
$23.9M 0.01%
448,777
-470,700
1282
$23.8M 0.01%
478,611
-311,291
1283
$23.8M 0.01%
617,163
-45,216
1284
$23.8M 0.01%
933,855
+177,702
1285
$23.7M 0.01%
2,257,488
-55,116
1286
$23.7M 0.01%
570,758
+152,701
1287
$23.7M 0.01%
262,930
-242,601
1288
$23.7M 0.01%
422,317
+62,851
1289
$23.6M 0.01%
3,305,369
-258,127
1290
$23.6M 0.01%
306,119
+98,512
1291
$23.6M 0.01%
681,374
-163,978
1292
$23.6M 0.01%
736,558
-464,639
1293
$23.6M 0.01%
506,980
+8,964
1294
$23.6M 0.01%
1,273,227
+60,706
1295
$23.5M 0.01%
1,105,443
-222,523
1296
$23.5M 0.01%
469,688
+18,011
1297
$23.4M 0.01%
310,540
-95,441
1298
$23.4M 0.01%
47,845
-5,324
1299
$23.4M 0.01%
462,497
-16,641
1300
$23.4M 0.01%
486,018
+215,572