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
651
$67.9M 0.03%
1,155,691
+129,500
652
$67.8M 0.03%
1,983,194
+607,860
653
$67.7M 0.03%
1,984,142
+127,627
654
$67.3M 0.03%
1,380,570
-361,132
655
$67.3M 0.03%
1,271,426
+177,345
656
$67.2M 0.03%
2,936,031
+599,903
657
$67.1M 0.03%
1,634,495
+525,624
658
$66.9M 0.03%
2,912,602
+518,093
659
$66.9M 0.03%
931,622
+77,239
660
$66.8M 0.03%
2,210,417
+243,038
661
$66.7M 0.03%
2,016,238
+655,772
662
$66.6M 0.03%
758,667
+76,106
663
$66.5M 0.03%
3,511,872
-13,312
664
$66.3M 0.03%
1,143,123
-70,841
665
$66.3M 0.03%
1,660,081
-1,006,424
666
$66.2M 0.03%
1,768,080
-224,360
667
$66.1M 0.03%
3,701,169
+452,407
668
$65.8M 0.03%
379,175
+134,508
669
$65.7M 0.03%
1,499,437
-15,281
670
$65.6M 0.03%
747,851
-107,583
671
$65.2M 0.03%
2,144,320
-114,764
672
$65.1M 0.03%
3,860,937
+20,721
673
$65.1M 0.03%
914,888
+733,980
674
$65M 0.03%
2,625,570
+1,805,580
675
$64.7M 0.03%
1,344,095
+140,455
25 26
27
28 29