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
976
$36.6M 0.01%
711,476
-24,609
977
$36.6M 0.01%
549,728
-223,515
978
$36.6M 0.01%
1,373,231
+393,060
979
$36.5M 0.01%
287,100
-5,383
980
$36.4M 0.01%
4,360,015
-1,119,816
981
$36.3M 0.01%
922,648
-16,578
982
$36.3M 0.01%
749,944
-249,056
983
$36.3M 0.01%
702,793
+59,141
984
$36.1M 0.01%
1,418,136
-43,098
985
$36.1M 0.01%
301,189
-34,428
986
$36.1M 0.01%
927,447
-193,340
987
$36.1M 0.01%
517,295
-33,049
988
$36.1M 0.01%
721,766
+89,625
989
$36M 0.01%
402,328
+104,956
990
$35.8M 0.01%
2,399,466
+1,909,949
991
$35.8M 0.01%
471,072
+344,243
992
$35.8M 0.01%
2,237,902
-45,051
993
$35.8M 0.01%
7,136,052
+339,247
994
$35.7M 0.01%
1,367,768
+156,023
995
$35.7M 0.01%
617,409
-206,485
996
$35.7M 0.01%
609,404
+88,993
997
$35.7M 0.01%
+131,219
998
$35.5M 0.01%
533,788
-104,346
999
$35.5M 0.01%
743,142
+7,658
1000
$35.5M 0.01%
936,702
+3,516
38 39
40
41 42