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
3451
$1.93M ﹤0.01%
27,859
-84,207
3452
$1.93M ﹤0.01%
74,536
+8,937
3453
$1.92M ﹤0.01%
16,694
+1,792
3454
$1.92M ﹤0.01%
71,976
+12,060
3455
$1.92M ﹤0.01%
+126,065
3456
$1.92M ﹤0.01%
144,356
-68,225
3457
$1.92M ﹤0.01%
106,268
-21,848
3458
$1.91M ﹤0.01%
89,836
+2,143
3459
$1.91M ﹤0.01%
67,001
+2,132
3460
$1.91M ﹤0.01%
183,985
+13,902
3461
$1.91M ﹤0.01%
35,259
-2,717
3462
$1.9M ﹤0.01%
155,749
-666
3463
$1.9M ﹤0.01%
148,368
-11,576
3464
$1.9M ﹤0.01%
83,728
+5,104
3465
$1.9M ﹤0.01%
122,994
+109,196
3466
$1.89M ﹤0.01%
157,920
+35,132
3467
$1.89M ﹤0.01%
76,947
-87,000
3468
$1.89M ﹤0.01%
98,527
+71,501
3469
$1.89M ﹤0.01%
157,192
+65,546
3470
$1.88M ﹤0.01%
54,209
+40,522
3471
$1.88M ﹤0.01%
521,948
+270,095
3472
$1.88M ﹤0.01%
62,713
-19,087
3473
$1.88M ﹤0.01%
108,595
+32,520
3474
$1.88M ﹤0.01%
18,494
-1,288
3475
$1.87M ﹤0.01%
76,449
+19,825
137 138
139
140 141