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
3526
$1.76M ﹤0.01%
52,821
-95
3527
$1.76M ﹤0.01%
102,457
-13,699
3528
$1.75M ﹤0.01%
94,549
+6,996
3529
$1.75M ﹤0.01%
91,336
+2,014
3530
$1.75M ﹤0.01%
118,175
-43,663
3531
$1.75M ﹤0.01%
2,681
+526
3532
$1.75M ﹤0.01%
122,453
-23,634
3533
$1.75M ﹤0.01%
278,868
-2,156
3534
$1.75M ﹤0.01%
57,330
+5,683
3535
$1.74M ﹤0.01%
166,897
-10,245
3536
$1.74M ﹤0.01%
53,709
-13,013
3537
$1.74M ﹤0.01%
4,860
+610
3538
$1.74M ﹤0.01%
59,911
-140,815
3539
$1.74M ﹤0.01%
171,792
+7,704
3540
$1.74M ﹤0.01%
112,105
+24,940
3541
$1.73M ﹤0.01%
41,504
+14,615
3542
$1.73M ﹤0.01%
362,206
-1,749,377
3543
$1.73M ﹤0.01%
46,919
-93,574
3544
$1.73M ﹤0.01%
89,386
+30,957
3545
$1.73M ﹤0.01%
138,896
+50,502
3546
$1.73M ﹤0.01%
121,140
+98,688
3547
$1.73M ﹤0.01%
69,143
+46,951
3548
$1.73M ﹤0.01%
235,667
-5,842
3549
$1.72M ﹤0.01%
26,587
+14,520
3550
$1.72M ﹤0.01%
164,105
-7,507
140 141
142
143 144