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
3701
$1.41M ﹤0.01%
55,434
-2,264
3702
$1.41M ﹤0.01%
156,122
-2,900
3703
$1.41M ﹤0.01%
103,010
+41,848
3704
$1.41M ﹤0.01%
152,672
+13,139
3705
$1.4M ﹤0.01%
+55,670
3706
$1.4M ﹤0.01%
30,457
+11,279
3707
$1.4M ﹤0.01%
28,785
+2,199
3708
$1.4M ﹤0.01%
4,054
+919
3709
$1.39M ﹤0.01%
42,714
+5,356
3710
$1.39M ﹤0.01%
55,772
+515
3711
$1.39M ﹤0.01%
100,249
-101,427
3712
$1.39M ﹤0.01%
34,752
+11,039
3713
$1.39M ﹤0.01%
52,757
+14,937
3714
$1.39M ﹤0.01%
41,920
-12,078
3715
$1.39M ﹤0.01%
55,211
-767
3716
$1.39M ﹤0.01%
34,392
+4,441
3717
$1.39M ﹤0.01%
111,295
-7,370
3718
$1.39M ﹤0.01%
19,717
+9,874
3719
$1.38M ﹤0.01%
35,377
-7,531
3720
$1.38M ﹤0.01%
84,591
-6,564
3721
$1.38M ﹤0.01%
50,507
+34,381
3722
$1.38M ﹤0.01%
28,916
-39,475
3723
$1.38M ﹤0.01%
62,503
-11,605
3724
$1.38M ﹤0.01%
50,953
+18,985
3725
$1.37M ﹤0.01%
95,514
-23,070
147 148
149
150 151