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
2476
$5.89M ﹤0.01%
944,847
+58,317
2477
$5.87M ﹤0.01%
208,865
+10,920
2478
$5.87M ﹤0.01%
426,258
+24,903
2479
$5.86M ﹤0.01%
527,884
+232,372
2480
$5.85M ﹤0.01%
202,098
+194,079
2481
$5.84M ﹤0.01%
93,866
+39,643
2482
$5.82M ﹤0.01%
124,172
-25,876
2483
$5.82M ﹤0.01%
116,748
-74,568
2484
$5.81M ﹤0.01%
102,310
-42,413
2485
$5.81M ﹤0.01%
115,221
+4,777
2486
$5.8M ﹤0.01%
461,592
+192,644
2487
$5.79M ﹤0.01%
872,556
+818,095
2488
$5.78M ﹤0.01%
236,224
+17,816
2489
$5.77M ﹤0.01%
307,680
-397,695
2490
$5.76M ﹤0.01%
193,689
+139,319
2491
$5.76M ﹤0.01%
226,822
-94,761
2492
$5.76M ﹤0.01%
54,357
-2,417
2493
$5.75M ﹤0.01%
631,887
+148,311
2494
$5.74M ﹤0.01%
113,408
-1,034
2495
$5.73M ﹤0.01%
138,156
+16,938
2496
$5.72M ﹤0.01%
+299,033
2497
$5.72M ﹤0.01%
788,645
+24,586
2498
$5.71M ﹤0.01%
219,603
-16,146
2499
$5.7M ﹤0.01%
228,798
-352,282
2500
$5.7M ﹤0.01%
253,907
+58,307