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
876
$43.5M 0.02%
6,466,016
-1,825,744
877
$43.4M 0.02%
2,418,543
-577,496
878
$43.4M 0.02%
393,886
-55,029
879
$43.4M 0.02%
3,083,470
+1,997,470
880
$43.2M 0.02%
371,831
+181,745
881
$43.1M 0.02%
690,133
-463,468
882
$43.1M 0.02%
1,447,710
-42,467
883
$43.1M 0.02%
1,864,832
-126,626
884
$43M 0.02%
703,598
-77,842
885
$42.8M 0.02%
1,552,427
-61,902
886
$42.7M 0.02%
685,425
+502,063
887
$42.7M 0.02%
318,483
+99,270
888
$42.4M 0.02%
1,372,040
+60,452
889
$42.2M 0.02%
312,643
-38,984
890
$42.2M 0.02%
1,332,544
+361,780
891
$42.1M 0.02%
4,043,087
+1,016,839
892
$42M 0.02%
957,057
-54,482
893
$42M 0.02%
1,370,204
+45,909
894
$42M 0.02%
435,943
+15,950
895
$41.9M 0.02%
1,102,770
-22,202
896
$41.8M 0.02%
2,380,192
+73,136
897
$41.8M 0.02%
2,647,505
+1,566,177
898
$41.8M 0.02%
220
-3
899
$41.6M 0.02%
881,156
-174,904
900
$41.5M 0.02%
1,116,570
+308,171
34 35
36
37 38