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
3101
$2.97M ﹤0.01%
300,646
-56,536
3102
$2.97M ﹤0.01%
326,673
-172,046
3103
$2.97M ﹤0.01%
94,214
-74,960
3104
$2.96M ﹤0.01%
110,162
-629,592
3105
$2.96M ﹤0.01%
221,929
+14,659
3106
$2.96M ﹤0.01%
77,416
+9,386
3107
$2.95M ﹤0.01%
140,697
+26,871
3108
$2.95M ﹤0.01%
66,335
-3,783
3109
$2.95M ﹤0.01%
57,954
-4,947
3110
$2.95M ﹤0.01%
110,965
-5,054
3111
$2.95M ﹤0.01%
88,396
+6,633
3112
$2.95M ﹤0.01%
46,169
-6,652
3113
$2.94M ﹤0.01%
84,962
+32,907
3114
$2.93M ﹤0.01%
68,148
+18,254
3115
$2.93M ﹤0.01%
169,552
+121,767
3116
$2.92M ﹤0.01%
46,864
-7,359
3117
$2.92M ﹤0.01%
114,631
+16,402
3118
$2.92M ﹤0.01%
192,968
-259,339
3119
$2.92M ﹤0.01%
27,864
+16,732
3120
$2.92M ﹤0.01%
124,133
+14,276
3121
$2.92M ﹤0.01%
143,255
-8,264
3122
$2.91M ﹤0.01%
58,510
-152,249
3123
$2.91M ﹤0.01%
98,487
-26,191
3124
$2.91M ﹤0.01%
137,808
+33,974
3125
$2.91M ﹤0.01%
180,998
+111,434
123 124
125
126 127