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
2501
$5.69M ﹤0.01%
82,799
+1,218
2502
$5.68M ﹤0.01%
49,556
-10,621
2503
$5.68M ﹤0.01%
167,967
+15,607
2504
$5.68M ﹤0.01%
73,529
+1,138
2505
$5.66M ﹤0.01%
118,715
-160,189
2506
$5.66M ﹤0.01%
267,643
-5,890
2507
$5.65M ﹤0.01%
678,042
+665,052
2508
$5.64M ﹤0.01%
173,187
+104,006
2509
$5.64M ﹤0.01%
210,154
+1,685
2510
$5.64M ﹤0.01%
810,412
+108,555
2511
$5.63M ﹤0.01%
431,153
-139,318
2512
$5.62M ﹤0.01%
74,245
+10,169
2513
$5.62M ﹤0.01%
181,217
+83,497
2514
$5.61M ﹤0.01%
126,780
-2,206
2515
$5.61M ﹤0.01%
198,758
+292
2516
$5.6M ﹤0.01%
135,482
+39,676
2517
$5.6M ﹤0.01%
246,075
+11,757
2518
$5.6M ﹤0.01%
330,100
+93,552
2519
$5.59M ﹤0.01%
130,031
+97,434
2520
$5.59M ﹤0.01%
2,213,210
+832,200
2521
$5.59M ﹤0.01%
245,916
-63,959
2522
$5.59M ﹤0.01%
399,033
+172,215
2523
$5.58M ﹤0.01%
210,950
-12,629
2524
$5.58M ﹤0.01%
333,375
+25,076
2525
$5.57M ﹤0.01%
243,252
-81,142