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
1951
$10.8M ﹤0.01%
465,244
-46,696
1952
$10.8M ﹤0.01%
382,995
+169,469
1953
$10.8M ﹤0.01%
469,163
+182,488
1954
$10.8M ﹤0.01%
103,114
-35,427
1955
$10.8M ﹤0.01%
429,963
-191,020
1956
$10.7M ﹤0.01%
404,345
-82,180
1957
$10.7M ﹤0.01%
+1,121,298
1958
$10.7M ﹤0.01%
311,052
+118,916
1959
$10.7M ﹤0.01%
378,111
-102,222
1960
$10.7M ﹤0.01%
3,011,461
-5,502,807
1961
$10.7M ﹤0.01%
208,459
-168,258
1962
$10.7M ﹤0.01%
191,046
-310,371
1963
$10.7M ﹤0.01%
169,748
+12,630
1964
$10.7M ﹤0.01%
440,290
+279,279
1965
$10.7M ﹤0.01%
1,605,177
-8,898
1966
$10.7M ﹤0.01%
354,627
+30,671
1967
$10.7M ﹤0.01%
202,601
-53,148
1968
$10.7M ﹤0.01%
306,299
+277,943
1969
$10.7M ﹤0.01%
+545,904
1970
$10.7M ﹤0.01%
+96,329
1971
$10.6M ﹤0.01%
8,462
+2,016
1972
$10.6M ﹤0.01%
192,986
+4,208
1973
$10.6M ﹤0.01%
369,626
+210,372
1974
$10.6M ﹤0.01%
511,142
+38,581
1975
$10.6M ﹤0.01%
231,896
+59,923
77 78
79
80 81