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
3576
$1.66M ﹤0.01%
23,004
-12,632
3577
$1.66M ﹤0.01%
19,084
+4,426
3578
$1.65M ﹤0.01%
109,574
+4,667
3579
$1.65M ﹤0.01%
119,954
-155,038
3580
$1.65M ﹤0.01%
108,853
+49,335
3581
$1.65M ﹤0.01%
14,600
-3,837
3582
$1.65M ﹤0.01%
+3,263
3583
$1.64M ﹤0.01%
54,193
-16,791
3584
$1.64M ﹤0.01%
18,919
-1,109
3585
$1.64M ﹤0.01%
23,725
-24,849
3586
$1.64M ﹤0.01%
278,185
-141,950
3587
$1.64M ﹤0.01%
27,040
-19,596
3588
$1.64M ﹤0.01%
23,644
-10,173
3589
$1.63M ﹤0.01%
76,255
+751
3590
$1.63M ﹤0.01%
39,958
+18,922
3591
$1.63M ﹤0.01%
61,168
+9,047
3592
$1.62M ﹤0.01%
67,604
+17,829
3593
$1.62M ﹤0.01%
37,099
-235
3594
$1.62M ﹤0.01%
219,183
-54,367
3595
$1.62M ﹤0.01%
107,385
-66,324
3596
$1.62M ﹤0.01%
30,936
+426
3597
$1.62M ﹤0.01%
278,616
-224,398
3598
$1.61M ﹤0.01%
69,550
+22,717
3599
$1.61M ﹤0.01%
191,648
+3,827
3600
$1.61M ﹤0.01%
32,000
142 143
144
145 146