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
3951
$1.05M ﹤0.01%
164,202
-12,064
3952
$1.05M ﹤0.01%
23,620
+3,357
3953
$1.05M ﹤0.01%
69,247
+10,054
3954
$1.04M ﹤0.01%
40,353
+1,473
3955
$1.04M ﹤0.01%
351,138
-181,934
3956
$1.04M ﹤0.01%
35,750
+4,409
3957
$1.04M ﹤0.01%
7,024
-41
3958
$1.04M ﹤0.01%
21,309
-33,373
3959
$1.04M ﹤0.01%
79,556
-1,081
3960
$1.04M ﹤0.01%
71,962
+6,584
3961
$1.03M ﹤0.01%
104,434
+80,117
3962
$1.03M ﹤0.01%
85,841
+1,009
3963
$1.03M ﹤0.01%
74,498
-688
3964
$1.03M ﹤0.01%
58,323
+58,061
3965
$1.03M ﹤0.01%
60,736
-46,667
3966
$1.03M ﹤0.01%
1,123,027
+584,727
3967
$1.03M ﹤0.01%
53,041
+44,937
3968
$1.03M ﹤0.01%
58,936
+24,690
3969
$1.02M ﹤0.01%
75,652
-500
3970
$1.02M ﹤0.01%
59,808
-48,239
3971
$1.02M ﹤0.01%
32,125
+5,002
3972
$1.02M ﹤0.01%
26,457
+3,851
3973
$1.02M ﹤0.01%
91,334
+33,525
3974
$1.02M ﹤0.01%
85,546
-4,470
3975
$1.02M ﹤0.01%
117,007
-9,005
157 158
159
160 161