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
3826
$1.23M ﹤0.01%
313,708
+51,838
3827
$1.23M ﹤0.01%
333,680
-2,853
3828
$1.23M ﹤0.01%
120,699
+84,456
3829
$1.23M ﹤0.01%
36,193
+45
3830
$1.22M ﹤0.01%
49,138
-32,158
3831
$1.22M ﹤0.01%
69,995
-56,396
3832
$1.22M ﹤0.01%
89,886
-18,080
3833
$1.22M ﹤0.01%
88,388
+15,323
3834
$1.22M ﹤0.01%
18,039
+5,400
3835
$1.22M ﹤0.01%
139,675
+69,109
3836
$1.22M ﹤0.01%
63,230
-78,620
3837
$1.21M ﹤0.01%
27,978
+555
3838
$1.21M ﹤0.01%
318,631
+104,379
3839
$1.21M ﹤0.01%
65,356
+6,036
3840
$1.21M ﹤0.01%
82,941
+61,566
3841
$1.21M ﹤0.01%
61,066
-5,576
3842
$1.21M ﹤0.01%
48,291
-8,823
3843
$1.21M ﹤0.01%
17,815
-12,009
3844
$1.2M ﹤0.01%
101,440
-18,443
3845
$1.2M ﹤0.01%
68,979
+50,410
3846
$1.2M ﹤0.01%
99,986
+14,013
3847
$1.2M ﹤0.01%
25,194
-1,737
3848
$1.2M ﹤0.01%
136,372
+134,542
3849
$1.2M ﹤0.01%
40,490
+8,747
3850
$1.2M ﹤0.01%
3,669
+1,028
152 153
154
155 156