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
1126
$29.7M 0.01%
473,060
+28,858
1127
$29.5M 0.01%
205,828
+9,903
1128
$29.5M 0.01%
660,949
-232,769
1129
$29.5M 0.01%
889,794
+80,331
1130
$29.5M 0.01%
724,335
+8,260
1131
$29.4M 0.01%
534,840
-82,039
1132
$29.3M 0.01%
471,551
+52,537
1133
$29.3M 0.01%
274,465
-308,056
1134
$29.2M 0.01%
996,178
-343,948
1135
$29.2M 0.01%
+1,548,965
1136
$29.2M 0.01%
273,093
+52,551
1137
$29.2M 0.01%
2,750,741
+750,890
1138
$29.1M 0.01%
860,467
+230,645
1139
$29M 0.01%
654,276
+272,894
1140
$29M 0.01%
1,182,203
+79,387
1141
$28.9M 0.01%
1,433,873
+289,270
1142
$28.9M 0.01%
1,569,416
+132,623
1143
$28.8M 0.01%
387,750
-240,481
1144
$28.8M 0.01%
876,184
+708,676
1145
$28.8M 0.01%
1,048,804
-268,955
1146
$28.8M 0.01%
3,017,324
-878,844
1147
$28.7M 0.01%
358,280
-556,334
1148
$28.6M 0.01%
1,218,722
-435,825
1149
$28.6M 0.01%
1,060,645
+100,350
1150
$28.5M 0.01%
636,708
+78,780
44 45
46
47 48