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
1976
$10.6M ﹤0.01%
206,070
-289,851
1977
$10.5M ﹤0.01%
187,371
-913,730
1978
$10.5M ﹤0.01%
177,459
+86,585
1979
$10.5M ﹤0.01%
12,615
+5,982
1980
$10.5M ﹤0.01%
566,175
+79,296
1981
$10.5M ﹤0.01%
897,128
+65,766
1982
$10.5M ﹤0.01%
363,484
+218,879
1983
$10.5M ﹤0.01%
237,525
+58,321
1984
$10.5M ﹤0.01%
534,466
-36,175
1985
$10.5M ﹤0.01%
171,583
+93,711
1986
$10.5M ﹤0.01%
110,689
+17,587
1987
$10.4M ﹤0.01%
295,232
+55,438
1988
$10.4M ﹤0.01%
518,993
-775
1989
$10.4M ﹤0.01%
246,428
+44,128
1990
$10.4M ﹤0.01%
223,062
+91,030
1991
$10.4M ﹤0.01%
797,651
+60,723
1992
$10.4M ﹤0.01%
464,402
-125,775
1993
$10.4M ﹤0.01%
1,158,581
+47,302
1994
$10.4M ﹤0.01%
342,106
+27,026
1995
$10.3M ﹤0.01%
330,879
+89,412
1996
$10.3M ﹤0.01%
82,334
-15,391
1997
$10.3M ﹤0.01%
276,838
+116,487
1998
$10.3M ﹤0.01%
164,825
+48,911
1999
$10.3M ﹤0.01%
450,667
+118,145
2000
$10.3M ﹤0.01%
318,715
+230,736
78 79
80
81 82