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
3251
$2.48M ﹤0.01%
181,438
-29,015
3252
$2.48M ﹤0.01%
57,308
+2,358
3253
$2.47M ﹤0.01%
343,136
+132,104
3254
$2.47M ﹤0.01%
2,492,913
-2,006,808
3255
$2.47M ﹤0.01%
33,960
+21,822
3256
$2.47M ﹤0.01%
31,068
-2,085
3257
$2.46M ﹤0.01%
107,880
+51,813
3258
$2.45M ﹤0.01%
165,090
+29,316
3259
$2.45M ﹤0.01%
72,423
-14,211
3260
$2.45M ﹤0.01%
153,000
+7,557
3261
$2.44M ﹤0.01%
3
+1
3262
$2.44M ﹤0.01%
160,790
+81,276
3263
$2.44M ﹤0.01%
234,371
-7,496
3264
$2.44M ﹤0.01%
93,718
+5,986
3265
$2.43M ﹤0.01%
188,982
+11,648
3266
$2.43M ﹤0.01%
87,309
+14,696
3267
$2.43M ﹤0.01%
196,794
-13,246
3268
$2.42M ﹤0.01%
44,734
-24,368
3269
$2.42M ﹤0.01%
157,273
+82,337
3270
$2.42M ﹤0.01%
103,992
+71,475
3271
$2.42M ﹤0.01%
49,657
+1,358
3272
$2.42M ﹤0.01%
2,636
-1,143
3273
$2.42M ﹤0.01%
91,025
-23,535
3274
$2.41M ﹤0.01%
13,648
-476
3275
$2.41M ﹤0.01%
234,901
-17,197
129 130
131
132 133