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
3076
$3.06M ﹤0.01%
473,305
+33,122
3077
$3.06M ﹤0.01%
238,658
+5,793
3078
$3.06M ﹤0.01%
68,934
-33,840
3079
$3.05M ﹤0.01%
207,692
+123,232
3080
$3.05M ﹤0.01%
47,680
-20,632
3081
$3.05M ﹤0.01%
+47,798
3082
$3.05M ﹤0.01%
379,582
-15,403
3083
$3.04M ﹤0.01%
33,463
-1,984
3084
$3.03M ﹤0.01%
127,031
+30,232
3085
$3.02M ﹤0.01%
85,229
+18,951
3086
$3.02M ﹤0.01%
44,640
+22,658
3087
$3.02M ﹤0.01%
177,183
-25,797
3088
$3.02M ﹤0.01%
207,382
+83,135
3089
$3.01M ﹤0.01%
234,861
-570,278
3090
$3.01M ﹤0.01%
107,430
+63,988
3091
$3.01M ﹤0.01%
243,750
+92,650
3092
$3.01M ﹤0.01%
108,710
-66,026
3093
$3.01M ﹤0.01%
154,729
-283,305
3094
$3.01M ﹤0.01%
230,123
+21,822
3095
$3M ﹤0.01%
103,380
+70,974
3096
$3M ﹤0.01%
9,533
-3,441
3097
$3M ﹤0.01%
165,281
-9,932
3098
$2.99M ﹤0.01%
124,512
-2,234
3099
$2.99M ﹤0.01%
221,911
+145,181
3100
$2.98M ﹤0.01%
213,236
+58,382
122 123
124
125 126