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
3376
$2.14M ﹤0.01%
226,601
-45,403
3377
$2.13M ﹤0.01%
311,209
+149,590
3378
$2.13M ﹤0.01%
100,974
-171,304
3379
$2.12M ﹤0.01%
158,835
+70,626
3380
$2.12M ﹤0.01%
172,144
-5,800
3381
$2.12M ﹤0.01%
132,787
+18,412
3382
$2.11M ﹤0.01%
66,848
+7,326
3383
$2.11M ﹤0.01%
64,871
-627
3384
$2.11M ﹤0.01%
3,015
+2,003
3385
$2.1M ﹤0.01%
158,049
-8,974
3386
$2.1M ﹤0.01%
253,556
-17,941
3387
$2.1M ﹤0.01%
438,779
+202,204
3388
$2.1M ﹤0.01%
336,410
+247,932
3389
$2.1M ﹤0.01%
80,945
-134,308
3390
$2.09M ﹤0.01%
181,834
-5,635
3391
$2.09M ﹤0.01%
18,370
+1,373
3392
$2.08M ﹤0.01%
118,661
+56,181
3393
$2.08M ﹤0.01%
52,378
+4,114
3394
$2.08M ﹤0.01%
44,261
-2,494
3395
$2.07M ﹤0.01%
31,527
+1,616
3396
$2.07M ﹤0.01%
151,329
+88,430
3397
$2.07M ﹤0.01%
77,795
-452,376
3398
$2.06M ﹤0.01%
38,363
+13,958
3399
$2.06M ﹤0.01%
156,180
-36,274
3400
$2.06M ﹤0.01%
65,956
+4,970
134 135
136
137 138