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
3601
$1.6M ﹤0.01%
28,259
+3,666
3602
$1.6M ﹤0.01%
106,014
+62,824
3603
$1.6M ﹤0.01%
209,381
+68,466
3604
$1.6M ﹤0.01%
47,246
+4,334
3605
$1.6M ﹤0.01%
126,019
-25,361
3606
$1.6M ﹤0.01%
169,742
+84,684
3607
$1.6M ﹤0.01%
74,170
-44,099
3608
$1.6M ﹤0.01%
97,236
+51,072
3609
$1.59M ﹤0.01%
15,424
+5,786
3610
$1.59M ﹤0.01%
+79,319
3611
$1.59M ﹤0.01%
181,051
-11,027
3612
$1.59M ﹤0.01%
10,758
+8,350
3613
$1.58M ﹤0.01%
92,891
+68,270
3614
$1.58M ﹤0.01%
196,520
+107,634
3615
$1.58M ﹤0.01%
104,006
+65,613
3616
$1.58M ﹤0.01%
335,708
-184,024
3617
$1.58M ﹤0.01%
40,779
-43,257
3618
$1.58M ﹤0.01%
110,168
-10,105
3619
$1.57M ﹤0.01%
690,204
+598,841
3620
$1.57M ﹤0.01%
181,278
+9,812
3621
$1.57M ﹤0.01%
241,024
-4,240
3622
$1.57M ﹤0.01%
99,602
+22,389
3623
$1.57M ﹤0.01%
30,309
+10,049
3624
$1.57M ﹤0.01%
21,822
-6,941
3625
$1.56M ﹤0.01%
50,681
-22,215
143 144
145
146 147