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
2526
$5.57M ﹤0.01%
281,074
-109,792
2527
$5.57M ﹤0.01%
161,525
-18,268
2528
$5.56M ﹤0.01%
93,304
+56,422
2529
$5.55M ﹤0.01%
436,046
+67,800
2530
$5.54M ﹤0.01%
528,132
-4,193
2531
$5.54M ﹤0.01%
151,834
-42,704
2532
$5.54M ﹤0.01%
250,658
-8,343
2533
$5.53M ﹤0.01%
1,357,733
+294,918
2534
$5.52M ﹤0.01%
31,191
+28,156
2535
$5.52M ﹤0.01%
151,958
+21,679
2536
$5.52M ﹤0.01%
262,965
+2,510
2537
$5.51M ﹤0.01%
222,948
+49,767
2538
$5.51M ﹤0.01%
351,008
+244,868
2539
$5.5M ﹤0.01%
231,996
+170,849
2540
$5.5M ﹤0.01%
153,606
-64,002
2541
$5.5M ﹤0.01%
15,953
-10,984
2542
$5.5M ﹤0.01%
226,500
+34,885
2543
$5.47M ﹤0.01%
76,849
-6,482
2544
$5.46M ﹤0.01%
84,277
-10,036
2545
$5.46M ﹤0.01%
135,087
-2,138
2546
$5.46M ﹤0.01%
134,679
+113,766
2547
$5.46M ﹤0.01%
114,198
+48,927
2548
$5.45M ﹤0.01%
146,722
-29,656
2549
$5.45M ﹤0.01%
309,386
+100,885
2550
$5.45M ﹤0.01%
177,260
+4,711
100 101
102
103 104