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
2101
$9.06M ﹤0.01%
185,170
-157,623
2102
$9.06M ﹤0.01%
373,725
-252,620
2103
$9.05M ﹤0.01%
203,473
+172,787
2104
$9.04M ﹤0.01%
80,205
-17,490
2105
$9.03M ﹤0.01%
299,026
+155,430
2106
$9.03M ﹤0.01%
134,853
+22,554
2107
$9.01M ﹤0.01%
235,602
+42,673
2108
$9.01M ﹤0.01%
486,943
+16,542
2109
$9.01M ﹤0.01%
258,685
-91,349
2110
$8.99M ﹤0.01%
2,606,950
+280,745
2111
$8.99M ﹤0.01%
368,091
+33,161
2112
$8.98M ﹤0.01%
501,365
-115,991
2113
$8.98M ﹤0.01%
393,705
+2
2114
$8.96M ﹤0.01%
154,172
+59,872
2115
$8.96M ﹤0.01%
1,406,770
+822,432
2116
$8.95M ﹤0.01%
237,380
-604,832
2117
$8.92M ﹤0.01%
180,133
+122,727
2118
$8.9M ﹤0.01%
656,666
+565,305
2119
$8.89M ﹤0.01%
1,000,198
+356,106
2120
$8.88M ﹤0.01%
152,685
+52,308
2121
$8.86M ﹤0.01%
209,770
-50,850
2122
$8.86M ﹤0.01%
242,148
+66,287
2123
$8.86M ﹤0.01%
104,085
-2,007
2124
$8.85M ﹤0.01%
1,037,742
-889,977
2125
$8.85M ﹤0.01%
674,900
+178,069