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
2901
$3.68M ﹤0.01%
133,479
+20,094
2902
$3.67M ﹤0.01%
191,363
+28,577
2903
$3.67M ﹤0.01%
63,942
-43,014
2904
$3.67M ﹤0.01%
35,685
-2,793
2905
$3.67M ﹤0.01%
850,404
+87,978
2906
$3.66M ﹤0.01%
140,770
+31,712
2907
$3.66M ﹤0.01%
255,731
+78,262
2908
$3.66M ﹤0.01%
+254,100
2909
$3.65M ﹤0.01%
708,156
-1,477,012
2910
$3.65M ﹤0.01%
673,474
+28,433
2911
$3.65M ﹤0.01%
39,743
+9,013
2912
$3.64M ﹤0.01%
126,572
-117,054
2913
$3.63M ﹤0.01%
48,306
+6,446
2914
$3.63M ﹤0.01%
292,088
-38,756
2915
$3.63M ﹤0.01%
137,358
+9,077
2916
$3.63M ﹤0.01%
+183,110
2917
$3.62M ﹤0.01%
387,561
+77,503
2918
$3.61M ﹤0.01%
57,002
-36,317
2919
$3.61M ﹤0.01%
26,161
-52,931
2920
$3.61M ﹤0.01%
198,343
+108,135
2921
$3.61M ﹤0.01%
88,558
-19,431
2922
$3.61M ﹤0.01%
110,163
+10,126
2923
$3.61M ﹤0.01%
116,520
+59,664
2924
$3.61M ﹤0.01%
145,888
+102,627
2925
$3.61M ﹤0.01%
157,294
-4,133
115 116
117
118 119