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
2051
$9.62M ﹤0.01%
370,076
+15,776
2052
$9.61M ﹤0.01%
468,586
+82,010
2053
$9.61M ﹤0.01%
279,324
+121,057
2054
$9.59M ﹤0.01%
347,344
+63,043
2055
$9.55M ﹤0.01%
371,142
+1,847
2056
$9.55M ﹤0.01%
249,713
+125,000
2057
$9.53M ﹤0.01%
652,946
+115,730
2058
$9.52M ﹤0.01%
341,174
+223,344
2059
$9.49M ﹤0.01%
605,480
-2,338,295
2060
$9.47M ﹤0.01%
590,314
+48,633
2061
$9.46M ﹤0.01%
445,045
+98,785
2062
$9.44M ﹤0.01%
841,681
-643,534
2063
$9.44M ﹤0.01%
639,920
-22,237
2064
$9.43M ﹤0.01%
847,648
-713,242
2065
$9.4M ﹤0.01%
212,175
+43,988
2066
$9.39M ﹤0.01%
839,516
+2,189
2067
$9.38M ﹤0.01%
590,284
-474,132
2068
$9.38M ﹤0.01%
313,939
+260,964
2069
$9.37M ﹤0.01%
1,773,900
+238,572
2070
$9.35M ﹤0.01%
104,035
-108,569
2071
$9.35M ﹤0.01%
453,659
-211,475
2072
$9.35M ﹤0.01%
521,841
-5,369
2073
$9.34M ﹤0.01%
206,252
+20,012
2074
$9.33M ﹤0.01%
367,529
+243,915
2075
$9.33M ﹤0.01%
99,140
-46,173