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
3726
$1.37M ﹤0.01%
110,071
+72,155
3727
$1.37M ﹤0.01%
26,836
-38,397
3728
$1.37M ﹤0.01%
3
3729
$1.37M ﹤0.01%
67,363
-5,547
3730
$1.37M ﹤0.01%
50,074
-95,149
3731
$1.37M ﹤0.01%
99,737
-11,814
3732
$1.36M ﹤0.01%
146,806
+140,706
3733
$1.36M ﹤0.01%
70,055
+7,480
3734
$1.36M ﹤0.01%
100,972
+31,777
3735
$1.36M ﹤0.01%
298,063
+191,008
3736
$1.36M ﹤0.01%
271,676
+48,497
3737
$1.35M ﹤0.01%
16,921
-30,197
3738
$1.35M ﹤0.01%
90,434
-14,215
3739
$1.35M ﹤0.01%
15,906
+6,546
3740
$1.35M ﹤0.01%
59,853
-148,744
3741
$1.35M ﹤0.01%
26,828
+9,482
3742
$1.35M ﹤0.01%
41,542
+23,168
3743
$1.34M ﹤0.01%
14,739
-8,696
3744
$1.34M ﹤0.01%
+104,619
3745
$1.34M ﹤0.01%
51,323
+11,805
3746
$1.34M ﹤0.01%
9,771
-9,319
3747
$1.34M ﹤0.01%
104,679
-2,570
3748
$1.34M ﹤0.01%
19,819
-17,537
3749
$1.33M ﹤0.01%
100,870
+56,608
3750
$1.33M ﹤0.01%
3,204
+2,120
148 149
150
151 152