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
3876
$1.16M ﹤0.01%
72,645
-1,042
3877
$1.16M ﹤0.01%
63,468
-242,991
3878
$1.16M ﹤0.01%
12,098
-23,152
3879
$1.16M ﹤0.01%
346,020
+40,231
3880
$1.15M ﹤0.01%
93,790
-160,814
3881
$1.15M ﹤0.01%
178,754
+45,150
3882
$1.15M ﹤0.01%
136,019
+69,350
3883
$1.15M ﹤0.01%
31,251
-6,713
3884
$1.14M ﹤0.01%
+72
3885
$1.14M ﹤0.01%
40,457
-110,439
3886
$1.14M ﹤0.01%
54,819
-10,913
3887
$1.14M ﹤0.01%
28,515
-10,497
3888
$1.14M ﹤0.01%
160,550
-6,830
3889
$1.14M ﹤0.01%
109,544
+55,274
3890
$1.14M ﹤0.01%
163,566
+89,572
3891
$1.13M ﹤0.01%
33,494
-50,780
3892
$1.13M ﹤0.01%
61,572
-1,322
3893
$1.13M ﹤0.01%
82,474
+869
3894
$1.13M ﹤0.01%
56,030
+36,824
3895
$1.13M ﹤0.01%
97,920
+86,411
3896
$1.12M ﹤0.01%
157,950
+30,342
3897
$1.12M ﹤0.01%
74,127
+35,324
3898
$1.12M ﹤0.01%
45,898
+2,203
3899
$1.12M ﹤0.01%
154,560
-174,912
3900
$1.12M ﹤0.01%
26,974
-3,757
154 155
156
157 158