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
1151
$28.5M 0.01%
618,776
+48,008
1152
$28.4M 0.01%
1,202,172
+28,961
1153
$28.4M 0.01%
425,705
+386,703
1154
$28.4M 0.01%
1,070,630
+50,051
1155
$28.3M 0.01%
697,451
-9,844
1156
$28.2M 0.01%
1,723,317
-484,461
1157
$28.2M 0.01%
817,019
-48,012
1158
$28.1M 0.01%
2,325,705
+30,860
1159
$28.1M 0.01%
384,291
+50,266
1160
$28.1M 0.01%
3,346,445
+196,092
1161
$28.1M 0.01%
1,631,640
-1,161,410
1162
$28M 0.01%
860,995
+87,723
1163
$28M 0.01%
512,879
+163,505
1164
$27.9M 0.01%
390,843
-259,589
1165
$27.8M 0.01%
649,145
+389,529
1166
$27.8M 0.01%
3,076,773
+150,114
1167
$27.8M 0.01%
5,942,669
+1,160,878
1168
$27.7M 0.01%
430,180
+43,124
1169
$27.7M 0.01%
354,819
-234,257
1170
$27.7M 0.01%
625,602
+444,843
1171
$27.7M 0.01%
237,168
-43,316
1172
$27.6M 0.01%
3,127,203
-190,759
1173
$27.5M 0.01%
429,534
+32,679
1174
$27.5M 0.01%
586,111
+451,808
1175
$27.5M 0.01%
510,008
-48,652
45 46
47
48 49