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
1251
$24.6M 0.01%
45,926
-15,370
1252
$24.5M 0.01%
530,542
-167,900
1253
$24.5M 0.01%
1,676,919
+166,886
1254
$24.4M 0.01%
392,978
+40,624
1255
$24.4M 0.01%
616,700
-193,094
1256
$24.4M 0.01%
674,632
+101,173
1257
$24.4M 0.01%
792,785
+28,805
1258
$24.4M 0.01%
351,844
-432,485
1259
$24.4M 0.01%
308,728
+129,670
1260
$24.4M 0.01%
2,378,467
-883,058
1261
$24.3M 0.01%
1,340,174
-24,715
1262
$24.3M 0.01%
965,408
+531,129
1263
$24.3M 0.01%
1,073,261
-77,524
1264
$24.3M 0.01%
526,152
+219,627
1265
$24.2M 0.01%
168,352
+26,996
1266
$24.2M 0.01%
606,513
+92,367
1267
$24.2M 0.01%
240,094
-23,920
1268
$24.2M 0.01%
2,191,515
+188,855
1269
$24.2M 0.01%
765,550
+295,233
1270
$24.2M 0.01%
561,686
+75,475
1271
$24.2M 0.01%
94,981
+4,165
1272
$24.1M 0.01%
521,036
+491,967
1273
$24.1M 0.01%
265,830
-79,887
1274
$24.1M 0.01%
861,155
+41,714
1275
$24M 0.01%
518,156
+58,139
49 50
51
52 53