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
2276
$7.33M ﹤0.01%
159,213
+50,494
2277
$7.32M ﹤0.01%
437,755
-338,001
2278
$7.32M ﹤0.01%
70,370
+9,547
2279
$7.32M ﹤0.01%
118,299
+71,971
2280
$7.31M ﹤0.01%
159,087
+26,241
2281
$7.31M ﹤0.01%
272,096
-97,170
2282
$7.31M ﹤0.01%
100,855
-40,534
2283
$7.3M ﹤0.01%
196,406
-33,803
2284
$7.3M ﹤0.01%
145,970
+1,596
2285
$7.3M ﹤0.01%
154,439
+7,577
2286
$7.3M ﹤0.01%
+414,103
2287
$7.29M ﹤0.01%
82,076
+3,173
2288
$7.28M ﹤0.01%
112,894
+4,364
2289
$7.27M ﹤0.01%
730,982
+505,414
2290
$7.25M ﹤0.01%
294,036
+25,617
2291
$7.25M ﹤0.01%
513,832
+30,646
2292
$7.25M ﹤0.01%
150,673
-271,634
2293
$7.24M ﹤0.01%
611,083
-1,322,730
2294
$7.24M ﹤0.01%
41,790
-21,835
2295
$7.23M ﹤0.01%
123,469
-17,980
2296
$7.23M ﹤0.01%
545,765
+21,920
2297
$7.23M ﹤0.01%
694,986
+265,590
2298
$7.22M ﹤0.01%
255,466
+42,681
2299
$7.22M ﹤0.01%
850,163
+44,511
2300
$7.22M ﹤0.01%
66,079
+17,991
90 91
92
93 94