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
3926
$1.08M ﹤0.01%
97,817
-29,024
3927
$1.08M ﹤0.01%
133,038
+96,287
3928
$1.08M ﹤0.01%
100,926
-650
3929
$1.08M ﹤0.01%
15,504
+14,208
3930
$1.08M ﹤0.01%
64,049
+10,419
3931
$1.07M ﹤0.01%
32,172
+5,605
3932
$1.07M ﹤0.01%
2,575
+1,824
3933
$1.07M ﹤0.01%
71,864
+6,636
3934
$1.07M ﹤0.01%
36,691
-6,997
3935
$1.07M ﹤0.01%
16,169
+9,045
3936
$1.07M ﹤0.01%
33,364
+19,826
3937
$1.07M ﹤0.01%
39,562
+4,776
3938
$1.06M ﹤0.01%
311,072
+147,809
3939
$1.06M ﹤0.01%
38,843
-22,561
3940
$1.06M ﹤0.01%
65,153
+8,679
3941
$1.06M ﹤0.01%
28,362
-23,927
3942
$1.06M ﹤0.01%
177,842
-17,054
3943
$1.06M ﹤0.01%
23,920
-1,635
3944
$1.06M ﹤0.01%
55,514
-830
3945
$1.06M ﹤0.01%
135,467
-67,202
3946
$1.06M ﹤0.01%
839,315
+812,548
3947
$1.06M ﹤0.01%
35,511
+20,301
3948
$1.06M ﹤0.01%
37,580
+6,417
3949
$1.06M ﹤0.01%
116,142
+39,730
3950
$1.05M ﹤0.01%
54,723
-10,101
156 157
158
159 160