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
2401
$6.44M ﹤0.01%
488,402
+61,607
2402
$6.43M ﹤0.01%
238,821
-35,917
2403
$6.43M ﹤0.01%
264,429
+104,928
2404
$6.42M ﹤0.01%
251,921
+233,197
2405
$6.42M ﹤0.01%
192,325
-131,368
2406
$6.42M ﹤0.01%
248,953
+27,928
2407
$6.41M ﹤0.01%
205,620
-77,425
2408
$6.4M ﹤0.01%
135,940
-25,965
2409
$6.39M ﹤0.01%
58,006
-72,746
2410
$6.38M ﹤0.01%
225,905
-358,064
2411
$6.38M ﹤0.01%
219,615
+36,438
2412
$6.36M ﹤0.01%
71,874
-36,942
2413
$6.34M ﹤0.01%
114,511
-11,369
2414
$6.32M ﹤0.01%
192,920
+20,666
2415
$6.31M ﹤0.01%
68,150
+21,705
2416
$6.31M ﹤0.01%
657,125
+544,101
2417
$6.31M ﹤0.01%
484,098
+24,644
2418
$6.3M ﹤0.01%
768,337
+140,671
2419
$6.29M ﹤0.01%
245,977
+134,891
2420
$6.29M ﹤0.01%
98,303
+22,657
2421
$6.29M ﹤0.01%
162,447
-98,476
2422
$6.29M ﹤0.01%
213,622
+769
2423
$6.28M ﹤0.01%
99,273
-173
2424
$6.28M ﹤0.01%
67,998
+43,734
2425
$6.28M ﹤0.01%
144,274
+6,505
95 96
97
98 99