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
3551
$1.72M ﹤0.01%
232,226
+10,080
3552
$1.72M ﹤0.01%
49,218
+47,155
3553
$1.71M ﹤0.01%
69,482
-79,048
3554
$1.71M ﹤0.01%
42,125
-4,873
3555
$1.71M ﹤0.01%
29,657
-11,310
3556
$1.71M ﹤0.01%
180,573
-460
3557
$1.7M ﹤0.01%
35,967
-3,250
3558
$1.7M ﹤0.01%
280,952
+91,088
3559
$1.7M ﹤0.01%
11,294
+1,122
3560
$1.7M ﹤0.01%
90,947
-25,943
3561
$1.69M ﹤0.01%
62,705
-159,799
3562
$1.69M ﹤0.01%
68,507
+58,191
3563
$1.69M ﹤0.01%
13,912
+9,343
3564
$1.68M ﹤0.01%
62,191
-18,890
3565
$1.68M ﹤0.01%
108,364
+3,695
3566
$1.67M ﹤0.01%
49,492
+4,039
3567
$1.67M ﹤0.01%
+88,024
3568
$1.67M ﹤0.01%
88,074
+61,432
3569
$1.67M ﹤0.01%
71,243
+63,458
3570
$1.67M ﹤0.01%
120,019
-466
3571
$1.67M ﹤0.01%
55
+39
3572
$1.66M ﹤0.01%
47,805
-3,284
3573
$1.66M ﹤0.01%
204,975
+43,013
3574
$1.66M ﹤0.01%
58,915
+43,634
3575
$1.66M ﹤0.01%
83,048
-22,693
141 142
143
144 145