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
2801
$4.07M ﹤0.01%
129,048
-231,554
2802
$4.07M ﹤0.01%
180,678
-81,729
2803
$4.06M ﹤0.01%
177,522
+79
2804
$4.06M ﹤0.01%
55,481
+24,020
2805
$4.05M ﹤0.01%
171,136
-171,392
2806
$4.05M ﹤0.01%
192,056
-290,488
2807
$4.05M ﹤0.01%
111,873
+43,343
2808
$4.05M ﹤0.01%
140,386
-5,605
2809
$4.04M ﹤0.01%
70,512
-26,979
2810
$4.04M ﹤0.01%
186,521
+101,631
2811
$4.03M ﹤0.01%
93,836
-52,882
2812
$4.03M ﹤0.01%
300,082
-52,247
2813
$4.03M ﹤0.01%
320,968
+33,882
2814
$4.03M ﹤0.01%
130,855
+6,209
2815
$4.02M ﹤0.01%
97,628
+25,527
2816
$4.02M ﹤0.01%
2,174
+868
2817
$4.01M ﹤0.01%
336,836
+172,981
2818
$4.01M ﹤0.01%
70,530
+19,185
2819
$4.01M ﹤0.01%
202,966
+33,116
2820
$4.01M ﹤0.01%
286,194
+5,284
2821
$4.01M ﹤0.01%
43,612
-61,259
2822
$4.01M ﹤0.01%
69,102
+59,094
2823
$4M ﹤0.01%
279,911
+32,878
2824
$4M ﹤0.01%
95,959
+837
2825
$3.99M ﹤0.01%
272,262
-38,079
111 112
113
114 115