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
2601
$5.13M ﹤0.01%
196,591
+31,009
2602
$5.13M ﹤0.01%
102,549
+42,200
2603
$5.13M ﹤0.01%
358,967
+25,131
2604
$5.12M ﹤0.01%
81,804
-86,562
2605
$5.12M ﹤0.01%
366,209
+286,982
2606
$5.11M ﹤0.01%
84,332
+34,357
2607
$5.11M ﹤0.01%
110,248
+28,754
2608
$5.11M ﹤0.01%
103,747
-1,105
2609
$5.1M ﹤0.01%
143,505
+53,732
2610
$5.08M ﹤0.01%
302,121
-492,849
2611
$5.08M ﹤0.01%
92,172
+8,802
2612
$5.08M ﹤0.01%
442,942
+202,042
2613
$5.07M ﹤0.01%
310,833
+195,282
2614
$5.06M ﹤0.01%
75,789
+4,476
2615
$5.04M ﹤0.01%
30,395
+5,378
2616
$5.03M ﹤0.01%
150,279
-13,159
2617
$5.02M ﹤0.01%
251,202
-90,954
2618
$5.02M ﹤0.01%
308,118
+18,725
2619
$5.02M ﹤0.01%
156,230
+9,380
2620
$5.01M ﹤0.01%
195,466
-50,868
2621
$5.01M ﹤0.01%
384,626
+25,064
2622
$5.01M ﹤0.01%
186,931
+9,123
2623
$5.01M ﹤0.01%
104,169
-10,294
2624
$4.99M ﹤0.01%
165,449
+23,867
2625
$4.98M ﹤0.01%
318,920
-96,124
103 104
105
106 107