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
2926
$3.61M ﹤0.01%
194,644
-2,992
2927
$3.61M ﹤0.01%
+104,920
2928
$3.6M ﹤0.01%
288,025
+9,340
2929
$3.6M ﹤0.01%
+172,960
2930
$3.6M ﹤0.01%
72,252
+4,926
2931
$3.58M ﹤0.01%
19,150
-2,762
2932
$3.58M ﹤0.01%
1,987,474
-139,882
2933
$3.58M ﹤0.01%
238,452
+24,548
2934
$3.57M ﹤0.01%
72,757
-90,101
2935
$3.57M ﹤0.01%
144,634
-31,062
2936
$3.56M ﹤0.01%
226,634
+190,649
2937
$3.56M ﹤0.01%
235,522
+110,558
2938
$3.56M ﹤0.01%
112,619
-48,730
2939
$3.55M ﹤0.01%
83,404
-5,209
2940
$3.54M ﹤0.01%
350,179
+204,867
2941
$3.54M ﹤0.01%
166,182
-273,039
2942
$3.54M ﹤0.01%
146,070
+709
2943
$3.53M ﹤0.01%
68,781
-1,803
2944
$3.52M ﹤0.01%
227,284
+18,657
2945
$3.52M ﹤0.01%
294,321
-14,793
2946
$3.51M ﹤0.01%
44,838
-18,454
2947
$3.5M ﹤0.01%
158,598
-9,631
2948
$3.5M ﹤0.01%
42,342
-2,870
2949
$3.49M ﹤0.01%
56,566
+26,833
2950
$3.49M ﹤0.01%
56,702
-33,540
116 117
118
119 120