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
1301
$23.4M 0.01%
1,347,631
+62,351
1302
$23.3M 0.01%
963,017
+316,751
1303
$23.3M 0.01%
404,446
-216,708
1304
$23.3M 0.01%
+1,261,806
1305
$23.2M 0.01%
309,819
-3,478
1306
$23.2M 0.01%
922,168
+98,899
1307
$23.2M 0.01%
1,306,822
+200,926
1308
$23.2M 0.01%
1,252,943
+86,880
1309
$23.1M 0.01%
636,354
-350,243
1310
$23.1M 0.01%
857,126
+13,945
1311
$23.1M 0.01%
279,288
-47,176
1312
$23.1M 0.01%
237,799
+62,440
1313
$23.1M 0.01%
1,912,959
-1,434,986
1314
$23.1M 0.01%
966,803
+646,708
1315
$23.1M 0.01%
603,584
+3,080
1316
$23.1M 0.01%
471,538
+170,037
1317
$23M 0.01%
666,205
-71,494
1318
$23M 0.01%
506,862
+205,054
1319
$23M 0.01%
880,678
+104,607
1320
$23M 0.01%
496,492
+223,660
1321
$22.9M 0.01%
+1,548,779
1322
$22.8M 0.01%
410,692
+241,803
1323
$22.8M 0.01%
1,707,948
+46,960
1324
$22.8M 0.01%
296,963
-175,511
1325
$22.8M 0.01%
1,774,009
+160,565
51 52
53
54 55