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
3001
$3.32M ﹤0.01%
26,507
+15,136
3002
$3.31M ﹤0.01%
1,483
+509
3003
$3.31M ﹤0.01%
90,884
+22,447
3004
$3.3M ﹤0.01%
80,231
-12,800
3005
$3.3M ﹤0.01%
+152,547
3006
$3.29M ﹤0.01%
280,349
+12,012
3007
$3.28M ﹤0.01%
137,941
-1,770
3008
$3.28M ﹤0.01%
+149,525
3009
$3.28M ﹤0.01%
140,660
+7,553
3010
$3.28M ﹤0.01%
220,882
+209,204
3011
$3.27M ﹤0.01%
108,044
-37,666
3012
$3.27M ﹤0.01%
109,776
+22,930
3013
$3.27M ﹤0.01%
160,642
+158,779
3014
$3.27M ﹤0.01%
238,283
-10,081
3015
$3.27M ﹤0.01%
146,034
+22,956
3016
$3.26M ﹤0.01%
136,813
-11,300
3017
$3.25M ﹤0.01%
71,362
-18,288
3018
$3.25M ﹤0.01%
68,918
-44,429
3019
$3.24M ﹤0.01%
14,421
-2,481
3020
$3.24M ﹤0.01%
172,015
+26,973
3021
$3.24M ﹤0.01%
234,267
+98,674
3022
$3.24M ﹤0.01%
109,320
+16,634
3023
$3.23M ﹤0.01%
220,660
+65,042
3024
$3.23M ﹤0.01%
178,953
-43,995
3025
$3.23M ﹤0.01%
1,462
-1
119 120
121
122 123