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
2551
$5.45M ﹤0.01%
30,241
-12,814
2552
$5.45M ﹤0.01%
187,082
+30,013
2553
$5.45M ﹤0.01%
15,990
+3,140
2554
$5.45M ﹤0.01%
102,636
+11,693
2555
$5.44M ﹤0.01%
605,351
+14,827
2556
$5.44M ﹤0.01%
269,773
-782,521
2557
$5.44M ﹤0.01%
110,542
-15,175
2558
$5.44M ﹤0.01%
363,758
-153,653
2559
$5.42M ﹤0.01%
485,328
-408,449
2560
$5.42M ﹤0.01%
385,126
+2,079
2561
$5.42M ﹤0.01%
169,432
+10,833
2562
$5.41M ﹤0.01%
125,556
-12,925
2563
$5.4M ﹤0.01%
84,027
+46,569
2564
$5.4M ﹤0.01%
132,808
-68,998
2565
$5.39M ﹤0.01%
330,090
-447,783
2566
$5.39M ﹤0.01%
70,220
+19,269
2567
$5.39M ﹤0.01%
245,070
+31,243
2568
$5.38M ﹤0.01%
432,120
+61,009
2569
$5.35M ﹤0.01%
199,124
-40,962
2570
$5.35M ﹤0.01%
97,575
+19,995
2571
$5.34M ﹤0.01%
106,756
-36,113
2572
$5.34M ﹤0.01%
147,118
-4,383
2573
$5.34M ﹤0.01%
752,644
+277,812
2574
$5.34M ﹤0.01%
153,616
+9,570
2575
$5.34M ﹤0.01%
529,045
-110,657