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
3201
$2.65M ﹤0.01%
97,641
-13,776
3202
$2.64M ﹤0.01%
77,507
+1,004
3203
$2.64M ﹤0.01%
155,451
-465,750
3204
$2.64M ﹤0.01%
+151,736
3205
$2.64M ﹤0.01%
169,689
+134,324
3206
$2.64M ﹤0.01%
207,710
+134,936
3207
$2.64M ﹤0.01%
91,552
+17,016
3208
$2.63M ﹤0.01%
383,910
-133,248
3209
$2.63M ﹤0.01%
86,670
+2,703
3210
$2.62M ﹤0.01%
152,673
+7,731
3211
$2.62M ﹤0.01%
201,382
-31,648
3212
$2.62M ﹤0.01%
5,248
-4,074
3213
$2.61M ﹤0.01%
380,641
+25,000
3214
$2.61M ﹤0.01%
152,679
-39,057
3215
– –
0
3216
$2.6M ﹤0.01%
106,298
+14,205
3217
$2.6M ﹤0.01%
74,044
+5,037
3218
$2.59M ﹤0.01%
101,083
-537,917
3219
$2.59M ﹤0.01%
412,225
+14,645
3220
$2.59M ﹤0.01%
136,525
+21,712
3221
$2.59M ﹤0.01%
40,884
-15,478
3222
$2.59M ﹤0.01%
113,515
-113,087
3223
$2.58M ﹤0.01%
44,902
+20,810
3224
$2.58M ﹤0.01%
62,551
+13,118
3225
$2.57M ﹤0.01%
101,904
+10,527
127 128
129
130 131