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
2751
$4.28M ﹤0.01%
778,415
-219,080
2752
$4.28M ﹤0.01%
140,903
-252,026
2753
$4.27M ﹤0.01%
344,115
+66,471
2754
$4.27M ﹤0.01%
119,453
+12,273
2755
$4.27M ﹤0.01%
72,191
-87,863
2756
$4.27M ﹤0.01%
342,180
+122,579
2757
$4.26M ﹤0.01%
86,095
-13,325
2758
$4.26M ﹤0.01%
15,624
+5,627
2759
$4.25M ﹤0.01%
115,020
+78,290
2760
$4.24M ﹤0.01%
163,089
+37,840
2761
$4.24M ﹤0.01%
63,258
-10,272
2762
$4.24M ﹤0.01%
162,920
+128,129
2763
$4.22M ﹤0.01%
+39,787
2764
$4.22M ﹤0.01%
302,716
+17,315
2765
$4.22M ﹤0.01%
425,917
-87,773
2766
$4.21M ﹤0.01%
130,336
+9,346
2767
$4.21M ﹤0.01%
144,008
+888
2768
$4.21M ﹤0.01%
24
+11
2769
$4.21M ﹤0.01%
168,492
+15,774
2770
$4.21M ﹤0.01%
268,175
+221,695
2771
$4.2M ﹤0.01%
21,150
-73,478
2772
$4.2M ﹤0.01%
51,953
-203,357
2773
$4.19M ﹤0.01%
1,497,177
+11,963
2774
$4.17M ﹤0.01%
83,989
+21,408
2775
$4.17M ﹤0.01%
160,799
+7,531
109 110
111
112 113