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
3226
$2.56M ﹤0.01%
127,499
+57,420
3227
$2.56M ﹤0.01%
121,747
-4,909
3228
$2.55M ﹤0.01%
279,159
+213,667
3229
$2.55M ﹤0.01%
143,486
+34,654
3230
$2.54M ﹤0.01%
52,030
+9,576
3231
$2.54M ﹤0.01%
108,563
+76,004
3232
$2.54M ﹤0.01%
58,035
-90,479
3233
$2.54M ﹤0.01%
81,708
-38,030
3234
$2.53M ﹤0.01%
81,119
-69,335
3235
$2.53M ﹤0.01%
126,294
+63,010
3236
$2.53M ﹤0.01%
148,233
+5,660
3237
$2.53M ﹤0.01%
164,582
-21,534
3238
$2.52M ﹤0.01%
121,896
-6,263
3239
$2.52M ﹤0.01%
79,564
-79,183
3240
$2.52M ﹤0.01%
19,080
+9,210
3241
$2.51M ﹤0.01%
97,917
+78,330
3242
$2.51M ﹤0.01%
44,186
+3,066
3243
$2.51M ﹤0.01%
90,846
+16,505
3244
$2.5M ﹤0.01%
113,113
-3,648
3245
$2.5M ﹤0.01%
91,290
+6,186
3246
$2.49M ﹤0.01%
157,374
-10,110
3247
$2.49M ﹤0.01%
133,623
+45,504
3248
$2.49M ﹤0.01%
109,241
+18,666
3249
$2.49M ﹤0.01%
155,174
-41,024
3250
$2.48M ﹤0.01%
+174,124
128 129
130
131 132