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
3501
$1.79M ﹤0.01%
54,945
-31,664
3502
$1.79M ﹤0.01%
116,632
-84,646
3503
$1.79M ﹤0.01%
82,484
-45,819
3504
$1.79M ﹤0.01%
68,705
+58,658
3505
$1.79M ﹤0.01%
65,905
+10,874
3506
$1.79M ﹤0.01%
77,304
+76,754
3507
$1.79M ﹤0.01%
84,170
+4,749
3508
$1.78M ﹤0.01%
32,662
-2,376
3509
$1.78M ﹤0.01%
78,890
-79,033
3510
$1.78M ﹤0.01%
249,660
-70,122
3511
$1.78M ﹤0.01%
50,412
-175,453
3512
$1.78M ﹤0.01%
115,402
-18,080
3513
$1.77M ﹤0.01%
120,203
+106,358
3514
$1.77M ﹤0.01%
169,711
+69,706
3515
$1.77M ﹤0.01%
197,938
-257,450
3516
$1.77M ﹤0.01%
93,811
+90,350
3517
$1.77M ﹤0.01%
46,076
+1,607
3518
$1.76M ﹤0.01%
55,330
+26,982
3519
$1.76M ﹤0.01%
71,290
-17,330
3520
$1.76M ﹤0.01%
124,656
-317,427
3521
$1.76M ﹤0.01%
60,732
+7,120
3522
$1.76M ﹤0.01%
102,590
+68,425
3523
$1.76M ﹤0.01%
254,241
-63,069
3524
$1.76M ﹤0.01%
81,803
-130,334
3525
$1.76M ﹤0.01%
88,181
+15,831
139 140
141
142 143