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
1201
$26.5M 0.01%
2,748,016
+110,131
1202
$26.4M 0.01%
756,645
+16,245
1203
$26.4M 0.01%
1,528,292
+328,746
1204
$26.4M 0.01%
1,450,141
-37,699
1205
$26.4M 0.01%
34,596
-2,617
1206
$26.4M 0.01%
580,668
+375,988
1207
$26.3M 0.01%
357,725
+7,719
1208
$26.3M 0.01%
1,258,483
-182,785
1209
$26.2M 0.01%
809,389
+284,063
1210
$26.2M 0.01%
766,286
-654,222
1211
$26.1M 0.01%
207,984
-35,931
1212
$26.1M 0.01%
1,454,796
-44,822
1213
$26.1M 0.01%
384,729
-91,848
1214
$26.1M 0.01%
296,517
+28,995
1215
$26M 0.01%
420,738
-92,339
1216
$26M 0.01%
859,788
+762,605
1217
$26M 0.01%
406,099
-6,693
1218
$25.9M 0.01%
1,631,460
-62,423
1219
$25.8M 0.01%
370,054
+42,480
1220
$25.7M 0.01%
481,478
+191,294
1221
$25.7M 0.01%
2,128,451
+115,507
1222
$25.7M 0.01%
159,962
+36,422
1223
$25.6M 0.01%
1,490,322
+80,667
1224
$25.6M 0.01%
1,473,092
+48,174
1225
$25.6M 0.01%
159,483
-129,077
47 48
49
50 51