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
626
$72.6M 0.03%
1,300,559
+124,680
627
$71.4M 0.03%
672,384
+483,594
628
$71.3M 0.03%
2,089,882
+842,466
629
$71.2M 0.03%
2,348,200
+117,005
630
$71.2M 0.03%
918,687
+301,832
631
$70.9M 0.03%
2,323,844
+353,984
632
$70.9M 0.03%
1,622,003
+180,847
633
$70.7M 0.03%
1,432,437
+301,281
634
$70.6M 0.03%
1,914,481
+22,268
635
$70.6M 0.03%
666,946
+399,052
636
$70.5M 0.03%
3,416,248
-729,100
637
$70.4M 0.03%
316,732
+76,453
638
$69.8M 0.03%
1,513,231
+649,336
639
$69.7M 0.03%
905,957
-232,619
640
$69.6M 0.03%
587,288
+173,626
641
$69.4M 0.03%
1,106,450
-139,098
642
$69.2M 0.03%
1,108,265
-107,017
643
$68.8M 0.03%
4,453,900
+24,429
644
$68.8M 0.03%
622,341
+29,382
645
$68.5M 0.03%
13,296,900
+4,766,561
646
$68.5M 0.03%
2,514,887
+1,040,887
647
$68.3M 0.03%
328,866
-53,890
648
$68.2M 0.03%
1,941,705
+56,951
649
$68M 0.03%
7,181,234
+1,174,306
650
$67.9M 0.03%
5,242,800
+327,840
24 25
26
27 28