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
1851
$12M ﹤0.01%
647,376
-2,165
1852
$12M ﹤0.01%
469,854
+6,186
1853
$11.9M ﹤0.01%
864,966
+191,158
1854
$11.9M ﹤0.01%
565,308
+23,384
1855
$11.9M ﹤0.01%
1,365,627
-777,297
1856
$11.9M ﹤0.01%
237,172
+23,700
1857
$11.9M ﹤0.01%
207,682
+8,399
1858
$11.9M ﹤0.01%
1,418,170
+56,120
1859
$11.9M ﹤0.01%
861,319
-39,511
1860
$11.9M ﹤0.01%
918,045
+6,081
1861
$11.9M ﹤0.01%
137,894
+46,835
1862
$11.8M ﹤0.01%
220,962
+42,236
1863
$11.8M ﹤0.01%
205,489
+48,584
1864
$11.8M ﹤0.01%
117,554
-28,367
1865
$11.8M ﹤0.01%
442,588
-190,669
1866
$11.8M ﹤0.01%
449,565
+42,166
1867
$11.8M ﹤0.01%
914,739
-860,472
1868
$11.8M ﹤0.01%
455,025
+15,125
1869
$11.7M ﹤0.01%
240,335
+20,182
1870
$11.7M ﹤0.01%
1,758,724
+27,553
1871
$11.7M ﹤0.01%
942,012
+108,202
1872
$11.7M ﹤0.01%
94,648
-111,289
1873
$11.7M ﹤0.01%
117,073
-40,431
1874
$11.7M ﹤0.01%
229,752
+91,819
1875
$11.7M ﹤0.01%
270,289
+226,425
73 74
75
76 77