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
3126
$2.9M ﹤0.01%
92,874
+53,630
3127
$2.9M ﹤0.01%
254,169
+77,424
3128
$2.9M ﹤0.01%
45,098
-30,037
3129
$2.89M ﹤0.01%
92,363
-146,727
3130
$2.88M ﹤0.01%
116,757
-77,365
3131
$2.88M ﹤0.01%
131,465
-23,726
3132
$2.88M ﹤0.01%
469,440
-1,446,024
3133
$2.88M ﹤0.01%
211,072
+132,462
3134
$2.88M ﹤0.01%
102,001
+6,179
3135
$2.88M ﹤0.01%
62,022
-92,651
3136
$2.87M ﹤0.01%
51,357
-74,179
3137
$2.87M ﹤0.01%
26,035
+1,604
3138
$2.86M ﹤0.01%
67,679
-9,197
3139
$2.86M ﹤0.01%
91,617
+54,654
3140
$2.86M ﹤0.01%
63,998
+37,589
3141
$2.85M ﹤0.01%
177,417
+100,812
3142
$2.85M ﹤0.01%
250,619
+151,039
3143
$2.85M ﹤0.01%
45,065
+6,988
3144
$2.85M ﹤0.01%
60,453
+16,130
3145
$2.84M ﹤0.01%
1,275,541
+1,108,917
3146
$2.84M ﹤0.01%
71,993
-61,363
3147
$2.84M ﹤0.01%
756,679
+221,954
3148
$2.83M ﹤0.01%
969,466
+371,027
3149
$2.83M ﹤0.01%
91,909
+879
3150
$2.83M ﹤0.01%
113,156
-408,504
124 125
126
127 128