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
2076
$9.32M ﹤0.01%
+464,862
2077
$9.3M ﹤0.01%
1,232,923
-131,010
2078
$9.27M ﹤0.01%
118,616
-8,118
2079
$9.26M ﹤0.01%
704,532
+536,727
2080
$9.26M ﹤0.01%
538,209
-117,340
2081
$9.26M ﹤0.01%
13,043
-1,045
2082
$9.23M ﹤0.01%
314,968
-16,105
2083
$9.23M ﹤0.01%
270,538
-475,315
2084
$9.19M ﹤0.01%
374,801
+23,838
2085
$9.17M ﹤0.01%
325,539
-295,128
2086
$9.17M ﹤0.01%
401,730
+60,288
2087
$9.16M ﹤0.01%
655,977
+142,593
2088
$9.15M ﹤0.01%
263,997
-105,419
2089
$9.14M ﹤0.01%
363,741
-82,693
2090
$9.13M ﹤0.01%
86,129
-14,201
2091
$9.12M ﹤0.01%
380,276
+62,239
2092
$9.12M ﹤0.01%
620,779
+61,296
2093
$9.1M ﹤0.01%
371,453
+16,892
2094
$9.1M ﹤0.01%
170,817
-82,708
2095
$9.1M ﹤0.01%
380,259
+140,458
2096
$9.09M ﹤0.01%
419,088
+292,696
2097
$9.09M ﹤0.01%
528,356
-4,443
2098
$9.08M ﹤0.01%
732,561
+395,774
2099
$9.07M ﹤0.01%
606,659
+388,417
2100
$9.06M ﹤0.01%
193,762
+55,205