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
1026
$34.2M 0.01%
553,561
+11,940
1027
$34.2M 0.01%
968,462
+51,499
1028
$34.1M 0.01%
435,658
+58,155
1029
$34.1M 0.01%
162,236
+8,730
1030
$34.1M 0.01%
351,843
+66,018
1031
$34M 0.01%
1,278,426
+26,458
1032
$33.8M 0.01%
319,892
+26,770
1033
$33.6M 0.01%
972,357
+22,078
1034
$33.6M 0.01%
2,111,184
+831,426
1035
$33.6M 0.01%
2,833,800
-1,577,850
1036
$33.5M 0.01%
1,191,093
+63,978
1037
$33.4M 0.01%
461,088
+41,167
1038
$33.4M 0.01%
724,580
+345,884
1039
$33.1M 0.01%
276,689
-12,985
1040
$33.1M 0.01%
1,324,777
-52,406
1041
$33.1M 0.01%
317,141
+7,936
1042
$33M 0.01%
399,169
+215,614
1043
$33M 0.01%
1,087,844
-33,664
1044
$33M 0.01%
1,257,447
+199,499
1045
$32.9M 0.01%
725,426
+234,229
1046
$32.8M 0.01%
596,304
-73,759
1047
$32.7M 0.01%
165,276
+139,280
1048
$32.6M 0.01%
158,736
+28,594
1049
$32.6M 0.01%
865,061
+17,746
1050
$32.6M 0.01%
320,366
-47,255
40 41
42
43 44