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
3051
$3.15M ﹤0.01%
571,070
-5,002
3052
$3.15M ﹤0.01%
198,669
+72,313
3053
$3.15M ﹤0.01%
124,957
+94,990
3054
$3.15M ﹤0.01%
102,663
+2,593
3055
$3.14M ﹤0.01%
57,508
+1,159
3056
$3.14M ﹤0.01%
30,002
+6,035
3057
$3.13M ﹤0.01%
60,700
-132,259
3058
$3.13M ﹤0.01%
121,710
-73,238
3059
$3.13M ﹤0.01%
252,448
-8,982
3060
$3.12M ﹤0.01%
35,873
+4,234
3061
$3.12M ﹤0.01%
33,419
+5,184
3062
$3.11M ﹤0.01%
91,844
-18,436
3063
$3.11M ﹤0.01%
101,140
+32,583
3064
$3.1M ﹤0.01%
63,105
+29,140
3065
$3.1M ﹤0.01%
202,296
+2,111
3066
$3.09M ﹤0.01%
109,190
-46,013
3067
$3.08M ﹤0.01%
249,724
+236,640
3068
$3.08M ﹤0.01%
50,073
+39,157
3069
$3.08M ﹤0.01%
299,133
+222,927
3070
$3.08M ﹤0.01%
258,288
-149,234
3071
$3.08M ﹤0.01%
345,763
+173,677
3072
$3.08M ﹤0.01%
115,442
-113,009
3073
$3.07M ﹤0.01%
64,187
+2,281
3074
$3.07M ﹤0.01%
176,435
+172,600
3075
$3.06M ﹤0.01%
276,999
-30,742
121 122
123
124 125