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
2176
$8.29M ﹤0.01%
666,812
+35,404
2177
$8.28M ﹤0.01%
178,334
+120,590
2178
$8.28M ﹤0.01%
361,919
-109,038
2179
$8.27M ﹤0.01%
786,781
+22,915
2180
$8.25M ﹤0.01%
118,083
-7,201
2181
$8.25M ﹤0.01%
470,419
+375,469
2182
$8.23M ﹤0.01%
75,546
+1,926
2183
$8.21M ﹤0.01%
219,381
+68,191
2184
$8.18M ﹤0.01%
202,745
-49,464
2185
$8.17M ﹤0.01%
481,310
-11,216
2186
$8.17M ﹤0.01%
58,267
-18,382
2187
$8.16M ﹤0.01%
102,636
-78,146
2188
$8.13M ﹤0.01%
2,010
+1,432
2189
$8.12M ﹤0.01%
381,945
+6,135
2190
$8.11M ﹤0.01%
275,973
+23,928
2191
$8.11M ﹤0.01%
1,627,517
-1,169,855
2192
$8.09M ﹤0.01%
470,979
+18,837
2193
$8.07M ﹤0.01%
41,959
-1,861
2194
$8.05M ﹤0.01%
225,092
+1,242
2195
$8.05M ﹤0.01%
433,799
+6,291
2196
$8.04M ﹤0.01%
107,932
+69,027
2197
$8.04M ﹤0.01%
67,134
+19,374
2198
$8.02M ﹤0.01%
312,385
+179,342
2199
$8.02M ﹤0.01%
568,861
+429,776
2200
$8.01M ﹤0.01%
552,855
+64,383
86 87
88
89 90