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
951
$38.4M 0.02%
1,308,711
-164,087
952
$38.2M 0.02%
1,588
+165
953
$38.2M 0.02%
1,454,614
-349,569
954
$38.2M 0.02%
4,479,133
-355,024
955
$38.2M 0.02%
2,169,439
-3,524
956
$38M 0.01%
1,032,556
-59,762
957
$38M 0.01%
4,127,428
+1,313,772
958
$37.9M 0.01%
1,084,631
+69,897
959
$37.8M 0.01%
499,288
+22,592
960
$37.8M 0.01%
259,146
-193,852
961
$37.8M 0.01%
728,826
-17,776
962
$37.7M 0.01%
836,319
-43,233
963
$37.5M 0.01%
1,631,128
-70,209
964
$37.3M 0.01%
642,393
-11,938
965
$37.3M 0.01%
735,203
+451,550
966
$37.3M 0.01%
953,783
+623,055
967
$37.2M 0.01%
792,728
+454,429
968
$37.1M 0.01%
843,566
+140,078
969
$37M 0.01%
390,939
+204,758
970
$36.8M 0.01%
735,824
+39,555
971
$36.7M 0.01%
586,472
+310,945
972
$36.7M 0.01%
800,928
+177,483
973
$36.7M 0.01%
1,639,383
+61,767
974
$36.6M 0.01%
615,034
+3,662
975
$36.6M 0.01%
329,382
+17,269
37 38
39
40 41