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
2351
$6.76M ﹤0.01%
273,913
-331,781
2352
$6.76M ﹤0.01%
358,776
-12,749
2353
$6.76M ﹤0.01%
378,777
-87,503
2354
$6.76M ﹤0.01%
130,501
+64,891
2355
$6.74M ﹤0.01%
251,832
+46,954
2356
$6.74M ﹤0.01%
358,762
+72,589
2357
$6.73M ﹤0.01%
776,934
+476,388
2358
$6.73M ﹤0.01%
1,085,002
-1,132
2359
$6.73M ﹤0.01%
151,098
+25,837
2360
$6.72M ﹤0.01%
363,820
+33,223
2361
$6.71M ﹤0.01%
102,404
-84,513
2362
$6.71M ﹤0.01%
570,291
-1,860
2363
$6.71M ﹤0.01%
798,427
+173,256
2364
$6.7M ﹤0.01%
155,335
+1,088
2365
$6.7M ﹤0.01%
154,818
-254,658
2366
$6.7M ﹤0.01%
1,395,029
-681,671
2367
$6.7M ﹤0.01%
174,942
+12,742
2368
$6.68M ﹤0.01%
17,041
-9,485
2369
$6.68M ﹤0.01%
513,908
+15,511
2370
$6.68M ﹤0.01%
203,190
-127,892
2371
$6.66M ﹤0.01%
247,569
-111,033
2372
$6.65M ﹤0.01%
484,647
-27,192
2373
$6.65M ﹤0.01%
7,745,494
+7,721,825
2374
$6.64M ﹤0.01%
70,844
+11,470
2375
$6.63M ﹤0.01%
451,614
+45,968
93 94
95
96 97