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
3751
$1.33M ﹤0.01%
87,028
-45,574
3752
$1.33M ﹤0.01%
63,120
-11,606
3753
$1.32M ﹤0.01%
87,342
+14,073
3754
$1.32M ﹤0.01%
52,286
-15,952
3755
$1.32M ﹤0.01%
68,509
-139
3756
$1.32M ﹤0.01%
37,399
-53,961
3757
$1.32M ﹤0.01%
385,061
+116,451
3758
$1.32M ﹤0.01%
34,040
-20,749
3759
$1.32M ﹤0.01%
4,374
+225
3760
$1.32M ﹤0.01%
131,600
-68,901
3761
$1.32M ﹤0.01%
21,695
-347
3762
$1.32M ﹤0.01%
113,764
+19,050
3763
$1.32M ﹤0.01%
492,823
+383,770
3764
$1.32M ﹤0.01%
178,929
-61,674
3765
$1.31M ﹤0.01%
17,482
-290
3766
$1.31M ﹤0.01%
73,872
+12,843
3767
$1.31M ﹤0.01%
83,355
-36,539
3768
$1.31M ﹤0.01%
107,108
+21,235
3769
$1.31M ﹤0.01%
80,796
+30,001
3770
$1.31M ﹤0.01%
103,137
+74,523
3771
$1.31M ﹤0.01%
349,848
+74,377
3772
$1.31M ﹤0.01%
66,723
+13,099
3773
$1.31M ﹤0.01%
22,514
-29,849
3774
$1.3M ﹤0.01%
68,297
+4,875
3775
$1.3M ﹤0.01%
85,063
-180,154
149 150
151
152 153