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
1776
$13M 0.01%
561,417
+423,353
1777
$13M 0.01%
86,556
-35,037
1778
$13M 0.01%
307,112
+42,862
1779
$13M 0.01%
357,423
+116,894
1780
$13M 0.01%
276,294
+55,850
1781
$12.9M 0.01%
266,481
-56,012
1782
$12.9M 0.01%
198,530
+164,581
1783
$12.9M 0.01%
136,026
-11,307
1784
$12.9M 0.01%
374,956
-42,048
1785
$12.9M 0.01%
873,209
-69,037
1786
$12.8M 0.01%
254,551
-169,214
1787
$12.8M 0.01%
216,539
-8,835
1788
$12.8M 0.01%
430,239
+220,514
1789
$12.8M 0.01%
788,101
-249,940
1790
$12.7M 0.01%
108,223
+90,734
1791
$12.7M 0.01%
1,407,639
+616,606
1792
$12.7M 0.01%
242,372
+86,005
1793
$12.7M 0.01%
1,132,840
+75,404
1794
$12.7M 0.01%
888,229
-154,549
1795
$12.7M 0.01%
607,293
-35,140
1796
$12.7M 0.01%
287,403
-51,870
1797
$12.7M 0.01%
448,656
+296,369
1798
$12.7M 0.01%
190,040
+6,288
1799
$12.7M 0.01%
618,120
+167,331
1800
$12.7M 0.01%
66,649
+37,577
70 71
72
73 74