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
2826
$3.99M ﹤0.01%
120,530
+90,255
2827
$3.98M ﹤0.01%
177,412
-45,893
2828
$3.97M ﹤0.01%
219,386
+172,757
2829
$3.97M ﹤0.01%
161,028
+8,544
2830
$3.96M ﹤0.01%
169,226
-81,353
2831
$3.95M ﹤0.01%
185,615
-902
2832
$3.95M ﹤0.01%
95,938
-1,852
2833
$3.93M ﹤0.01%
101,579
+6,340
2834
$3.93M ﹤0.01%
187,794
+103,856
2835
$3.92M ﹤0.01%
129,882
-122,360
2836
$3.92M ﹤0.01%
+236,581
2837
$3.92M ﹤0.01%
+214,156
2838
$3.91M ﹤0.01%
961,294
+130,494
2839
$3.91M ﹤0.01%
222,299
-22,756
2840
$3.91M ﹤0.01%
59,951
-1,572
2841
$3.91M ﹤0.01%
96,242
-34,512
2842
$3.9M ﹤0.01%
119,350
+38,215
2843
$3.9M ﹤0.01%
321,101
+168,539
2844
$3.9M ﹤0.01%
111,970
+37,790
2845
$3.9M ﹤0.01%
96,762
-23,493
2846
$3.9M ﹤0.01%
458,087
+2,447
2847
$3.9M ﹤0.01%
116,909
+25,469
2848
$3.9M ﹤0.01%
134,090
+133,786
2849
$3.89M ﹤0.01%
317,697
-35,271
2850
$3.88M ﹤0.01%
308,398
-57,822
112 113
114
115 116