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
1326
$22.8M 0.01%
966,085
+269,826
1327
$22.7M 0.01%
630,238
+115,015
1328
$22.6M 0.01%
67,814
+2,794
1329
$22.6M 0.01%
455,855
+35,496
1330
$22.6M 0.01%
481,242
+45,176
1331
$22.5M 0.01%
1,134,211
-254,937
1332
$22.5M 0.01%
561,300
-1,498
1333
$22.5M 0.01%
864,047
+644,479
1334
$22.5M 0.01%
1,829,230
-55,742
1335
$22.5M 0.01%
355,973
-27,560
1336
$22.4M 0.01%
1,813,120
-90,880
1337
$22.4M 0.01%
353,874
-110,624
1338
$22.4M 0.01%
255,255
+17,120
1339
$22.3M 0.01%
590,631
-3,345
1340
$22.3M 0.01%
1,558,254
+238,824
1341
$22.2M 0.01%
474,920
+70,007
1342
$22.1M 0.01%
1,042,158
+307,335
1343
$22.1M 0.01%
659,028
+125,003
1344
$22M 0.01%
362,932
+337,613
1345
$22M 0.01%
527,199
+74,662
1346
$22M 0.01%
178,814
+35,069
1347
$22M 0.01%
398,247
-72,008
1348
$22M 0.01%
1,410,620
+171,684
1349
$21.9M 0.01%
386,934
-256,979
1350
$21.9M 0.01%
461,592
-99,130
52 53
54
55 56