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
2776
$4.16M ﹤0.01%
57,067
-163,478
2777
$4.15M ﹤0.01%
59,328
+10,175
2778
$4.15M ﹤0.01%
138,643
-25,861
2779
$4.15M ﹤0.01%
19,749
+4,275
2780
$4.14M ﹤0.01%
94,803
+54,453
2781
$4.14M ﹤0.01%
101,798
+8,845
2782
$4.13M ﹤0.01%
36,359
+364
2783
$4.13M ﹤0.01%
143,230
-12,041
2784
$4.12M ﹤0.01%
267,985
+4,708
2785
$4.12M ﹤0.01%
710,778
+15,971
2786
$4.12M ﹤0.01%
399,690
-15,947
2787
$4.12M ﹤0.01%
183,110
+37,300
2788
$4.11M ﹤0.01%
121,697
+52,498
2789
$4.11M ﹤0.01%
81,448
-347
2790
$4.1M ﹤0.01%
61,805
+12,492
2791
$4.1M ﹤0.01%
127,957
+81,381
2792
$4.09M ﹤0.01%
269,460
+13,459
2793
$4.09M ﹤0.01%
114,508
+13,973
2794
$4.09M ﹤0.01%
303,970
+17,640
2795
$4.08M ﹤0.01%
118,652
+9,388
2796
$4.08M ﹤0.01%
84,529
+59,917
2797
$4.08M ﹤0.01%
169,546
+59,503
2798
$4.08M ﹤0.01%
275,911
-4,250
2799
$4.07M ﹤0.01%
241,561
+118,873
2800
$4.07M ﹤0.01%
198,198
-1,266,915
110 111
112
113 114