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
1751
$13.5M 0.01%
650,201
+375,248
1752
$13.5M 0.01%
535,300
+88,415
1753
$13.5M 0.01%
398,802
+12,668
1754
$13.5M 0.01%
629,084
-87,087
1755
$13.5M 0.01%
335,013
+91,781
1756
$13.5M 0.01%
417,452
-461,345
1757
$13.4M 0.01%
473,883
-88,687
1758
$13.4M 0.01%
260,475
-5,800
1759
$13.3M 0.01%
644,293
+101,107
1760
$13.3M 0.01%
466,000
1761
$13.3M 0.01%
196,192
+57,084
1762
$13.3M 0.01%
821,657
-77,821
1763
$13.3M 0.01%
857,763
+681,487
1764
$13.3M 0.01%
387,817
+47,499
1765
$13.2M 0.01%
267,507
-82,265
1766
$13.2M 0.01%
489,637
-242,296
1767
$13.2M 0.01%
719,598
+31,955
1768
$13.2M 0.01%
112,062
+7,801
1769
$13.2M 0.01%
480,743
+80,204
1770
$13.2M 0.01%
865,972
+320,464
1771
$13.2M 0.01%
104,077
-119,609
1772
$13.1M 0.01%
311,058
+263,733
1773
$13.1M 0.01%
739,122
+25,821
1774
$13.1M 0.01%
1,007,902
-29,580
1775
$13M 0.01%
1,963,426
+886,126
69 70
71
72 73