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
3676
$1.46M ﹤0.01%
50,482
+5,882
3677
$1.46M ﹤0.01%
28,146
-580
3678
$1.46M ﹤0.01%
72,246
-29,886
3679
$1.46M ﹤0.01%
70,950
+33,402
3680
$1.45M ﹤0.01%
163,773
-36,726
3681
$1.45M ﹤0.01%
141,402
-24,498
3682
$1.45M ﹤0.01%
361,468
+192,670
3683
$1.45M ﹤0.01%
10,060
-9,150
3684
$1.45M ﹤0.01%
10,037
+139
3685
$1.45M ﹤0.01%
163,417
+54,315
3686
$1.45M ﹤0.01%
102,578
-1,370
3687
$1.45M ﹤0.01%
131,986
+4,464
3688
$1.44M ﹤0.01%
14,289
+2,915
3689
$1.44M ﹤0.01%
78,302
+30,718
3690
$1.44M ﹤0.01%
161,094
+9,820
3691
$1.44M ﹤0.01%
44,381
+13,020
3692
$1.44M ﹤0.01%
87,122
+25,486
3693
$1.43M ﹤0.01%
34,547
+16,773
3694
$1.43M ﹤0.01%
71,158
+64,329
3695
$1.42M ﹤0.01%
110,724
-47,307
3696
$1.42M ﹤0.01%
124,820
+19,696
3697
$1.42M ﹤0.01%
24,426
+4,314
3698
$1.42M ﹤0.01%
93,810
+65,265
3699
$1.42M ﹤0.01%
57,886
+34,526
3700
$1.41M ﹤0.01%
28,607
-22,395
146 147
148
149 150