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
3476
$1.87M ﹤0.01%
88,783
+12,652
3477
$1.87M ﹤0.01%
105,447
+56,167
3478
$1.87M ﹤0.01%
51,522
+17,961
3479
$1.86M ﹤0.01%
132,153
+20,615
3480
$1.86M ﹤0.01%
75,260
-190,795
3481
$1.86M ﹤0.01%
69,808
-24,023
3482
$1.86M ﹤0.01%
30,743
+12,795
3483
$1.85M ﹤0.01%
41,922
-9,070
3484
$1.85M ﹤0.01%
64,126
-63,283
3485
$1.85M ﹤0.01%
65,887
-204,811
3486
$1.85M ﹤0.01%
109,820
+27,216
3487
$1.84M ﹤0.01%
163,532
-51,228
3488
$1.84M ﹤0.01%
85,133
+1,035
3489
$1.83M ﹤0.01%
126,892
-82,111
3490
$1.83M ﹤0.01%
64,204
-3,907
3491
$1.83M ﹤0.01%
107,025
-8,705
3492
$1.83M ﹤0.01%
91,204
+9,379
3493
$1.82M ﹤0.01%
+122,687
3494
$1.82M ﹤0.01%
73,675
+4,944
3495
$1.82M ﹤0.01%
+71,924
3496
$1.82M ﹤0.01%
29,498
-38,942
3497
$1.82M ﹤0.01%
277,890
-355,422
3498
$1.81M ﹤0.01%
72,039
-61,179
3499
$1.8M ﹤0.01%
383,873
-308,454
3500
$1.8M ﹤0.01%
32,233
-42,629
138 139
140
141 142