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
2226
$7.79M ﹤0.01%
220,966
+1,054
2227
$7.79M ﹤0.01%
390,984
-88,713
2228
$7.79M ﹤0.01%
220,550
-1,007,888
2229
$7.79M ﹤0.01%
237,057
-278,836
2230
$7.79M ﹤0.01%
159,758
+24,005
2231
$7.78M ﹤0.01%
211,784
-108,198
2232
$7.78M ﹤0.01%
364,490
-95,930
2233
$7.76M ﹤0.01%
194,010
+10,768
2234
$7.75M ﹤0.01%
565,712
+312,953
2235
$7.75M ﹤0.01%
287,201
+164,278
2236
$7.74M ﹤0.01%
593,240
-17,430
2237
$7.74M ﹤0.01%
551,582
+81,776
2238
$7.73M ﹤0.01%
90,295
+18,388
2239
$7.71M ﹤0.01%
160,384
+23,072
2240
$7.71M ﹤0.01%
572,000
-146,459
2241
$7.69M ﹤0.01%
281,801
+28,232
2242
$7.69M ﹤0.01%
342,884
+32,756
2243
$7.68M ﹤0.01%
578,087
-18,280
2244
$7.68M ﹤0.01%
262,132
+85,388
2245
$7.61M ﹤0.01%
316,298
+69,675
2246
$7.59M ﹤0.01%
168,934
+6,302
2247
$7.58M ﹤0.01%
509,452
-42,064
2248
$7.57M ﹤0.01%
526,156
+19,165
2249
$7.55M ﹤0.01%
399,799
-425,474
2250
$7.55M ﹤0.01%
385,882
-465,579
88 89
90
91 92