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
1101
$30.4M 0.01%
6,045,145
+758,840
1102
$30.4M 0.01%
1,389,673
-196,489
1103
$30.4M 0.01%
1,238,851
+305,655
1104
$30.3M 0.01%
624,008
-168,577
1105
$30.3M 0.01%
2,081,456
+781,605
1106
$30.3M 0.01%
+1,155,936
1107
$30.3M 0.01%
2,267,461
+277,924
1108
$30.2M 0.01%
552,050
-129,549
1109
$30.2M 0.01%
1,066,433
-280,197
1110
$30.2M 0.01%
1,327,851
+214,225
1111
$30.1M 0.01%
190,321
-373,269
1112
$30M 0.01%
458,133
+177,395
1113
$29.9M 0.01%
601,116
-10,962
1114
$29.8M 0.01%
599,482
+17,446
1115
$29.8M 0.01%
558,081
+56,314
1116
$29.8M 0.01%
433,106
+111,748
1117
$29.8M 0.01%
24,718
+1,440
1118
$29.8M 0.01%
963,468
+86,973
1119
$29.8M 0.01%
655,471
+149,592
1120
$29.8M 0.01%
987,425
-63,746
1121
$29.7M 0.01%
1,314,573
+274,704
1122
$29.7M 0.01%
954,787
+157,359
1123
$29.7M 0.01%
618,654
+52,718
1124
$29.7M 0.01%
790,277
+168,871
1125
$29.7M 0.01%
1,134,511
+45,781
43 44
45
46 47