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
3301
$2.36M ﹤0.01%
+70,095
3302
$2.35M ﹤0.01%
6,246
+5,598
3303
$2.35M ﹤0.01%
90,620
+10,667
3304
$2.35M ﹤0.01%
87,790
-23,907
3305
$2.35M ﹤0.01%
28,501
-33,996
3306
$2.35M ﹤0.01%
110,705
+98,351
3307
$2.34M ﹤0.01%
15,684
+1,734
3308
$2.34M ﹤0.01%
312,718
+19,216
3309
$2.34M ﹤0.01%
60,315
+2,319
3310
$2.34M ﹤0.01%
51,588
+1,440
3311
$2.34M ﹤0.01%
61,823
-10,451
3312
$2.33M ﹤0.01%
51,695
-61,274
3313
$2.33M ﹤0.01%
24,802
-6,754
3314
$2.31M ﹤0.01%
322,980
-394,017
3315
$2.31M ﹤0.01%
3,730
+3,626
3316
$2.29M ﹤0.01%
14,067
+7,707
3317
$2.29M ﹤0.01%
352,403
+13,078
3318
$2.29M ﹤0.01%
139,922
-56,767
3319
$2.29M ﹤0.01%
43,837
+6,302
3320
$2.29M ﹤0.01%
110,335
-58,978
3321
$2.29M ﹤0.01%
62,066
-71,417
3322
$2.29M ﹤0.01%
37,269
+1,454
3323
$2.28M ﹤0.01%
134,889
-614
3324
$2.27M ﹤0.01%
752
-164
3325
$2.27M ﹤0.01%
84,586
-1,437
131 132
133
134 135