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
2726
$4.41M ﹤0.01%
240,495
+2,021
2727
$4.41M ﹤0.01%
172,192
+28,365
2728
$4.39M ﹤0.01%
193,059
-450,750
2729
$4.38M ﹤0.01%
333,256
+33,978
2730
$4.38M ﹤0.01%
68,824
+8,120
2731
$4.38M ﹤0.01%
120,552
-67,582
2732
$4.38M ﹤0.01%
133,232
-12,025
2733
$4.38M ﹤0.01%
263,642
+44,707
2734
$4.34M ﹤0.01%
199,136
+65,350
2735
$4.34M ﹤0.01%
1,559,540
+281,380
2736
$4.33M ﹤0.01%
127,547
-64,958
2737
$4.33M ﹤0.01%
180,511
-103,668
2738
$4.33M ﹤0.01%
437,273
-251,320
2739
$4.33M ﹤0.01%
288,706
-68,065
2740
$4.33M ﹤0.01%
310,025
-5,080
2741
$4.32M ﹤0.01%
72,402
+21,164
2742
$4.32M ﹤0.01%
1,679,643
+552,816
2743
$4.31M ﹤0.01%
286,991
-2,583
2744
$4.3M ﹤0.01%
150,070
-8,526
2745
$4.3M ﹤0.01%
258,880
+4,795
2746
$4.3M ﹤0.01%
183,047
-1,875
2747
$4.29M ﹤0.01%
109,054
+12,635
2748
$4.29M ﹤0.01%
455,664
+196,664
2749
$4.29M ﹤0.01%
54,963
+37,070
2750
$4.28M ﹤0.01%
79,767
-1,476
108 109
110
111 112