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
2426
$6.27M ﹤0.01%
76,315
+23,373
2427
$6.26M ﹤0.01%
491,034
-34,272
2428
$6.25M ﹤0.01%
559,043
+77,648
2429
$6.24M ﹤0.01%
235,839
+81,698
2430
$6.24M ﹤0.01%
522,923
+234,187
2431
$6.23M ﹤0.01%
76,088
+37,650
2432
$6.23M ﹤0.01%
225,462
+25,090
2433
$6.22M ﹤0.01%
291,725
+22,171
2434
$6.22M ﹤0.01%
475,998
+52,965
2435
$6.2M ﹤0.01%
128,295
+7,661
2436
$6.19M ﹤0.01%
863,818
+117,352
2437
$6.19M ﹤0.01%
95,133
-3,413
2438
$6.19M ﹤0.01%
188,020
+19,086
2439
$6.19M ﹤0.01%
176,341
-3,908
2440
$6.18M ﹤0.01%
655,659
-25,399
2441
$6.18M ﹤0.01%
125,445
-68,274
2442
$6.16M ﹤0.01%
469,084
+137,613
2443
$6.14M ﹤0.01%
255,863
+6,104
2444
$6.14M ﹤0.01%
84,226
-1,077
2445
$6.13M ﹤0.01%
269,971
+40,294
2446
$6.1M ﹤0.01%
547,432
+266,859
2447
$6.08M ﹤0.01%
486,053
-17,031
2448
$6.08M ﹤0.01%
310,663
-90,290
2449
$6.07M ﹤0.01%
155,352
-80,882
2450
$6.07M ﹤0.01%
88,221
+44,149
96 97
98
99 100