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
3976
$1.01M ﹤0.01%
33,867
-69,487
3977
$1.01M ﹤0.01%
43,880
+7,364
3978
$1.01M ﹤0.01%
50,599
-1,585
3979
$1.01M ﹤0.01%
30,508
-9,163
3980
$1.01M ﹤0.01%
58,372
+49,348
3981
$1.01M ﹤0.01%
59,562
+28,841
3982
$1.01M ﹤0.01%
239,080
+47,530
3983
$1.01M ﹤0.01%
115,481
+32,207
3984
$1M ﹤0.01%
55,620
-4,839
3985
$1M ﹤0.01%
41,554
+33,019
3986
$999K ﹤0.01%
82,299
-158,188
3987
$999K ﹤0.01%
80,824
-25,515
3988
$999K ﹤0.01%
265,704
+34,961
3989
$998K ﹤0.01%
70,779
-13,359
3990
$995K ﹤0.01%
61,460
+30,194
3991
$994K ﹤0.01%
54,024
+11,273
3992
$993K ﹤0.01%
85,813
+3,512
3993
$991K ﹤0.01%
40,381
+5,364
3994
$989K ﹤0.01%
26,086
+16,815
3995
$989K ﹤0.01%
333,991
+6,339
3996
$986K ﹤0.01%
5,880
+3,047
3997
$986K ﹤0.01%
30,739
+11,261
3998
$985K ﹤0.01%
290,712
-20,477
3999
$984K ﹤0.01%
38,050
+1,130
4000
$983K ﹤0.01%
71,560
+8,113
158 159
160
161 162