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
2126
$8.84M ﹤0.01%
584,952
+33,410
2127
$8.82M ﹤0.01%
230,762
+116,585
2128
$8.81M ﹤0.01%
155,813
+41,717
2129
$8.8M ﹤0.01%
24,988
+5,187
2130
$8.79M ﹤0.01%
183,365
-15,132
2131
$8.79M ﹤0.01%
151,228
+50,353
2132
$8.78M ﹤0.01%
20,231
+3,878
2133
$8.77M ﹤0.01%
2,129,731
+119,193
2134
$8.76M ﹤0.01%
263,384
-21,239
2135
$8.74M ﹤0.01%
741,698
+89,207
2136
$8.74M ﹤0.01%
82,269
+67,547
2137
$8.74M ﹤0.01%
325,689
-104,780
2138
$8.73M ﹤0.01%
586,006
+18,029
2139
$8.72M ﹤0.01%
254,779
+2,405
2140
$8.71M ﹤0.01%
293,416
+134,350
2141
$8.71M ﹤0.01%
737,980
-406,950
2142
$8.7M ﹤0.01%
+150,238
2143
$8.7M ﹤0.01%
341,941
+220,085
2144
$8.68M ﹤0.01%
386,468
+177,503
2145
$8.68M ﹤0.01%
225,306
+176,780
2146
$8.67M ﹤0.01%
358,001
+12,223
2147
$8.65M ﹤0.01%
166,285
-59,808
2148
$8.63M ﹤0.01%
233,463
+33,966
2149
$8.62M ﹤0.01%
997,980
-978,593
2150
$8.6M ﹤0.01%
109,436
+4,118