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
2251
$7.55M ﹤0.01%
301,955
+85,418
2252
$7.54M ﹤0.01%
256,952
+115,059
2253
$7.52M ﹤0.01%
318,590
+232,621
2254
$7.51M ﹤0.01%
142,162
+51,934
2255
$7.51M ﹤0.01%
115,846
+13,024
2256
$7.5M ﹤0.01%
224,222
+56,097
2257
$7.5M ﹤0.01%
401,145
+10,016
2258
$7.48M ﹤0.01%
152,858
+14,223
2259
$7.48M ﹤0.01%
708,288
+25,764
2260
$7.47M ﹤0.01%
209,618
+113,193
2261
$7.46M ﹤0.01%
197,358
+106,776
2262
$7.43M ﹤0.01%
99,374
-26,239
2263
$7.41M ﹤0.01%
371,914
+17,901
2264
$7.41M ﹤0.01%
1,359,107
+482,569
2265
$7.4M ﹤0.01%
67,713
+30,379
2266
$7.39M ﹤0.01%
533,501
+78,709
2267
$7.38M ﹤0.01%
142,985
+117,118
2268
$7.38M ﹤0.01%
975,645
+365,844
2269
$7.37M ﹤0.01%
827,466
-6,007
2270
$7.37M ﹤0.01%
376,747
+341,685
2271
– –
0
2272
$7.36M ﹤0.01%
263,389
-301,415
2273
$7.34M ﹤0.01%
487,562
+483,562
2274
$7.34M ﹤0.01%
646,768
-32,595
2275
$7.34M ﹤0.01%
126,558
+13,534
89 90
91
92 93