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
3851
$1.2M ﹤0.01%
59,420
+48,845
3852
– –
0
3853
$1.19M ﹤0.01%
72,252
-187,436
3854
$1.19M ﹤0.01%
326,433
-441
3855
$1.19M ﹤0.01%
19,884
+370
3856
$1.19M ﹤0.01%
29,167
-3,355
3857
$1.19M ﹤0.01%
40,938
-17,841
3858
$1.19M ﹤0.01%
261,968
+220,763
3859
$1.19M ﹤0.01%
46,767
+26,838
3860
$1.19M ﹤0.01%
51,406
-42,228
3861
$1.19M ﹤0.01%
1,631
+953
3862
$1.19M ﹤0.01%
38,150
-30,185
3863
$1.19M ﹤0.01%
158,658
+41,168
3864
$1.19M ﹤0.01%
27,493
-37,289
3865
$1.19M ﹤0.01%
74,865
+9,888
3866
$1.18M ﹤0.01%
84,671
-28,682
3867
$1.18M ﹤0.01%
90,344
-23,962
3868
$1.18M ﹤0.01%
35,208
-2,396
3869
$1.18M ﹤0.01%
44,716
+20,112
3870
$1.18M ﹤0.01%
7,702
+2,529
3871
$1.17M ﹤0.01%
82,828
+11,530
3872
$1.17M ﹤0.01%
84,939
-7,007
3873
$1.17M ﹤0.01%
81,420
+15,595
3874
$1.17M ﹤0.01%
16,209
+222
3875
$1.17M ﹤0.01%
39,524
+7,245
153 154
155
156 157