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
2676
$4.69M ﹤0.01%
698,462
+380,843
2677
$4.69M ﹤0.01%
314,244
-38,160
2678
$4.69M ﹤0.01%
53,045
+15,621
2679
$4.69M ﹤0.01%
533,053
+108,009
2680
$4.68M ﹤0.01%
278,537
+72,787
2681
$4.68M ﹤0.01%
221,968
+179,830
2682
$4.67M ﹤0.01%
1,260,020
-424,006
2683
$4.67M ﹤0.01%
183,643
+17,259
2684
$4.67M ﹤0.01%
+139,080
2685
$4.66M ﹤0.01%
132,773
-104,308
2686
$4.66M ﹤0.01%
178,193
+14,648
2687
$4.64M ﹤0.01%
211,606
+166,840
2688
$4.62M ﹤0.01%
296,195
+33,316
2689
$4.62M ﹤0.01%
166,275
-100,494
2690
$4.62M ﹤0.01%
96,730
+370
2691
$4.62M ﹤0.01%
89,518
-159,635
2692
$4.62M ﹤0.01%
124,062
+750
2693
$4.61M ﹤0.01%
158,522
-266,354
2694
$4.61M ﹤0.01%
170,292
-3,274
2695
$4.6M ﹤0.01%
+427,576
2696
$4.59M ﹤0.01%
305,673
-44,334
2697
$4.59M ﹤0.01%
336,510
-32,955
2698
$4.57M ﹤0.01%
103,564
+48,965
2699
$4.57M ﹤0.01%
829,541
-249,575
2700
$4.56M ﹤0.01%
301,377
-96,705
106 107
108
109 110