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
601
$77M 0.03%
2,112,089
+468,709
602
$76.8M 0.03%
971,648
+35,226
603
$76.8M 0.03%
+455,133
604
$76.6M 0.03%
1,595,804
-52,916
605
$76.2M 0.03%
2,320,902
-349,650
606
$75.9M 0.03%
4,289,915
+837,710
607
$75.9M 0.03%
1,924,449
+11,155
608
$75.9M 0.03%
2,943,059
+759,425
609
$75.8M 0.03%
751,955
+476,373
610
$75.7M 0.03%
1,485,926
-155,865
611
$75.6M 0.03%
792,567
-440,434
612
$75.5M 0.03%
2,748,305
+2,024,187
613
$75M 0.03%
650,192
+81,267
614
$74.9M 0.03%
769,298
-302,451
615
$74.9M 0.03%
1,954,975
+590,921
616
$74.8M 0.03%
2,748,975
+224,547
617
$74.8M 0.03%
3,901,812
-387,010
618
$74.1M 0.03%
2,454,750
-1,446,158
619
$74M 0.03%
1,965,305
+140,250
620
$73.6M 0.03%
1,755,000
+30,000
621
$73.6M 0.03%
2,490,318
+508,071
622
$73.2M 0.03%
795,700
-512,447
623
$73.1M 0.03%
1,273,280
+172,226
624
$72.9M 0.03%
1,916,153
+355,838
625
$72.7M 0.03%
1,954,213
+46,402
23 24
25
26 27