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
3901
$1.11M ﹤0.01%
36,099
+10,168
3902
$1.11M ﹤0.01%
10,600
-21,149
3903
$1.11M ﹤0.01%
71,041
-17,457
3904
$1.11M ﹤0.01%
54,116
+27,300
3905
$1.11M ﹤0.01%
110,782
+3,877
3906
$1.11M ﹤0.01%
+54,068
3907
$1.11M ﹤0.01%
33,894
-14,656
3908
$1.11M ﹤0.01%
39,144
-126,840
3909
$1.11M ﹤0.01%
113,891
+106,615
3910
$1.1M ﹤0.01%
63,278
-24,842
3911
$1.1M ﹤0.01%
74,775
+18,193
3912
$1.1M ﹤0.01%
57,312
+6,194
3913
$1.1M ﹤0.01%
46,427
-699
3914
$1.1M ﹤0.01%
686
+211
3915
$1.1M ﹤0.01%
50,109
+29,788
3916
$1.1M ﹤0.01%
45,664
-2,576
3917
$1.1M ﹤0.01%
87,906
-224,977
3918
$1.09M ﹤0.01%
51,480
-30,852
3919
$1.09M ﹤0.01%
40,486
+33,259
3920
$1.09M ﹤0.01%
101,134
+56,550
3921
$1.09M ﹤0.01%
221,277
+11,125
3922
$1.09M ﹤0.01%
238,917
+67,181
3923
$1.09M ﹤0.01%
3,952
-249
3924
$1.09M ﹤0.01%
34,966
+14,796
3925
$1.08M ﹤0.01%
465,727
+45,233
155 156
157
158 159