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
1901
$11.4M ﹤0.01%
222,645
+29,927
1902
$11.4M ﹤0.01%
755,257
-848,640
1903
$11.3M ﹤0.01%
532,522
+120,395
1904
$11.3M ﹤0.01%
117,690
-3,082
1905
$11.3M ﹤0.01%
440,913
+116,689
1906
$11.3M ﹤0.01%
50,618
+6,789
1907
$11.3M ﹤0.01%
388,580
+203,250
1908
$11.3M ﹤0.01%
660,070
+329,138
1909
$11.3M ﹤0.01%
333,978
+50,555
1910
$11.3M ﹤0.01%
1,093,105
+248,198
1911
$11.3M ﹤0.01%
412,116
-21,516
1912
$11.3M ﹤0.01%
594,526
+5,110
1913
$11.3M ﹤0.01%
+2,889,424
1914
$11.3M ﹤0.01%
639,944
-3,839
1915
$11.3M ﹤0.01%
652,048
+100,411
1916
$11.2M ﹤0.01%
229,019
-17,993
1917
$11.2M ﹤0.01%
358,580
-227,258
1918
$11.2M ﹤0.01%
477,753
+3,854
1919
$11.2M ﹤0.01%
289,513
-222,252
1920
$11.2M ﹤0.01%
691,527
+322,554
1921
$11.2M ﹤0.01%
785,567
+37,364
1922
$11.2M ﹤0.01%
124,769
+13,886
1923
$11.2M ﹤0.01%
59,775
+21,732
1924
$11.2M ﹤0.01%
1,482,683
-108,558
1925
$11.1M ﹤0.01%
622,354
+48,240
75 76
77
78 79