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
551
$89.2M 0.03%
+3,127,350
552
$89.1M 0.03%
+1,258,571
553
$88.5M 0.03%
792,917
-80,250
554
$88.4M 0.03%
1,200,920
+44,395
555
$88.2M 0.03%
2,238,252
+310,678
556
$87.9M 0.03%
1,776,843
+33,802
557
$87.9M 0.03%
7,421,154
-14,080,542
558
$87.8M 0.03%
2,529,619
+1,664,186
559
$87.7M 0.03%
998,163
-67,740
560
$87.4M 0.03%
1,138,546
-19,444
561
$87.3M 0.03%
1,222,834
-169,238
562
$87M 0.03%
2,576,750
+609,815
563
$86.9M 0.03%
1,937,386
-36,302
564
$86.1M 0.03%
1,945,157
+310,385
565
$86M 0.03%
922,124
-13,863
566
$85.9M 0.03%
839,892
-85,004
567
$85.8M 0.03%
1,779,007
+262,857
568
$85.6M 0.03%
7,315,546
+616,551
569
$85.5M 0.03%
1,100,658
+35,803
570
$85.1M 0.03%
1,474,615
-60,218
571
$84.6M 0.03%
1,210,981
+996,905
572
$84.5M 0.03%
1,906,689
+114,490
573
$84.4M 0.03%
3,789,766
+201,586
574
$84.3M 0.03%
3,539,510
-55,346
575
$83.8M 0.03%
197,095
-41,092
21 22
23
24 25