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
676
$64.5M 0.03%
1,992,059
+279,136
677
$64.4M 0.03%
1,495,991
+572,756
678
$64.4M 0.03%
841,718
+386
679
$63.8M 0.03%
1,535,240
-87,970
680
$63.8M 0.03%
1,552,254
+498,340
681
$63.6M 0.02%
695,370
-142,233
682
$63.6M 0.02%
2,571,458
+1,088,738
683
$63.2M 0.02%
2,094,755
+266,053
684
$63M 0.02%
2,161,023
+460,592
685
$62.7M 0.02%
1,357,311
+83,503
686
$62.6M 0.02%
1,232,718
-38,577
687
$62.6M 0.02%
1,586,876
-161,296
688
$62.5M 0.02%
1,285,177
+185,144
689
$62.4M 0.02%
797,914
+196,245
690
$62.1M 0.02%
2,714,023
+447,750
691
$62.1M 0.02%
2,812,067
+1,564,469
692
$61.7M 0.02%
206,205
+7,443
693
$61.7M 0.02%
1,590,000
694
$61.6M 0.02%
1,407,004
-278,517
695
$61.4M 0.02%
2,583,757
+561,398
696
$61.4M 0.02%
19,125,461
-7,245,121
697
$61.2M 0.02%
1,984,666
+1,700,010
698
$61.2M 0.02%
1,943,587
+115,580
699
$61M 0.02%
880,435
+557,322
700
$61M 0.02%
1,040,137
-178,196
26 27
28
29 30