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
2876
$3.79M ﹤0.01%
308,114
+135,117
2877
$3.79M ﹤0.01%
205,190
+26,366
2878
$3.78M ﹤0.01%
294,418
-13,105
2879
$3.76M ﹤0.01%
181,503
+179,794
2880
$3.75M ﹤0.01%
74,006
-63,082
2881
$3.75M ﹤0.01%
102,146
+11,970
2882
$3.75M ﹤0.01%
157,653
+120,976
2883
$3.74M ﹤0.01%
77,706
+25,352
2884
$3.74M ﹤0.01%
311,292
+54,877
2885
$3.74M ﹤0.01%
166,798
+93,622
2886
$3.73M ﹤0.01%
131,361
-149,479
2887
$3.72M ﹤0.01%
206,373
+45,503
2888
$3.71M ﹤0.01%
249,503
-26,419
2889
$3.71M ﹤0.01%
369,245
+31,803
2890
$3.71M ﹤0.01%
28,770
-451
2891
$3.71M ﹤0.01%
199,850
+175,578
2892
$3.7M ﹤0.01%
341,960
+275,612
2893
$3.7M ﹤0.01%
187,342
-486,505
2894
$3.7M ﹤0.01%
220,390
+36,680
2895
$3.69M ﹤0.01%
51,462
-4,066
2896
$3.69M ﹤0.01%
221,185
2897
$3.69M ﹤0.01%
276,136
+6,709
2898
$3.68M ﹤0.01%
864,447
-1,840,018
2899
$3.68M ﹤0.01%
277,877
+55,700
2900
$3.68M ﹤0.01%
146,781
-1,651
114 115
116
117 118