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
1876
$11.7M ﹤0.01%
153,195
+29,672
1877
$11.7M ﹤0.01%
263,961
-13,347
1878
$11.7M ﹤0.01%
849,264
+129,372
1879
$11.7M ﹤0.01%
1,450,555
-1,296,330
1880
$11.6M ﹤0.01%
300,026
-63,408
1881
$11.6M ﹤0.01%
1,619,226
-139,690
1882
$11.6M ﹤0.01%
80,344
-1,709
1883
$11.6M ﹤0.01%
781,835
+86,453
1884
$11.6M ﹤0.01%
266,863
-68,441
1885
$11.6M ﹤0.01%
200,193
+159,419
1886
$11.6M ﹤0.01%
260,613
-184,477
1887
$11.6M ﹤0.01%
529,894
-103,099
1888
$11.6M ﹤0.01%
142,808
-21,226
1889
$11.6M ﹤0.01%
216,359
+28,327
1890
$11.6M ﹤0.01%
241,641
+69,656
1891
$11.6M ﹤0.01%
403,524
-438,275
1892
$11.5M ﹤0.01%
272,234
+134,158
1893
$11.5M ﹤0.01%
258,891
+75,234
1894
$11.5M ﹤0.01%
309,832
-4,756
1895
$11.5M ﹤0.01%
541,900
+116,641
1896
$11.5M ﹤0.01%
259,133
+83,282
1897
$11.5M ﹤0.01%
110,398
-119,408
1898
$11.4M ﹤0.01%
102,692
-113,956
1899
$11.4M ﹤0.01%
322,443
-36,832
1900
$11.4M ﹤0.01%
283,403
+36,603
74 75
76
77 78