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
1226
$25.6M 0.01%
1,173,366
+406,545
1227
$25.6M 0.01%
1,009,516
-765,100
1228
$25.5M 0.01%
1,000,637
+116,107
1229
$25.5M 0.01%
1,300,353
-936,629
1230
$25.5M 0.01%
1,661,042
-146,669
1231
$25.5M 0.01%
1,247,355
+361,083
1232
$25.4M 0.01%
3,365,509
-12,790
1233
$25.4M 0.01%
1,025,730
-144,444
1234
$25.4M 0.01%
1,104,534
-80,555
1235
$25.4M 0.01%
996,992
+289,914
1236
$25.3M 0.01%
904,180
+527,225
1237
$25.3M 0.01%
+697,853
1238
$25.2M 0.01%
1,673,616
+1,127,028
1239
$25.1M 0.01%
2,089,432
-294,008
1240
$25.1M 0.01%
813,050
+126,306
1241
$25M 0.01%
567,086
+246,303
1242
$25M 0.01%
442,758
-333,247
1243
$25M 0.01%
608,542
-446,604
1244
$24.9M 0.01%
50,606
+20,840
1245
$24.9M 0.01%
693,486
+6,702
1246
$24.9M 0.01%
433,392
+8,258
1247
$24.8M 0.01%
824,597
+31,563
1248
$24.7M 0.01%
752,461
-231,608
1249
$24.7M 0.01%
1,957,173
+31,642
1250
$24.7M 0.01%
2,276,684
+8,950
48 49
50
51 52