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
2451
$6.06M ﹤0.01%
97,699
+2,386
2452
$6.05M ﹤0.01%
437,086
+48,049
2453
$6.04M ﹤0.01%
95,154
+34,075
2454
$6.04M ﹤0.01%
226,817
+85,945
2455
$6.03M ﹤0.01%
128,221
-234
2456
$6.02M ﹤0.01%
69,729
-129,946
2457
$6.02M ﹤0.01%
339,630
+101,379
2458
$6.02M ﹤0.01%
289,501
+8,003
2459
$6.02M ﹤0.01%
729,079
+631,224
2460
$6M ﹤0.01%
408,788
+46,137
2461
$5.99M ﹤0.01%
1,080,008
+184,966
2462
$5.99M ﹤0.01%
47,441
-66,265
2463
$5.99M ﹤0.01%
169,361
+16,248
2464
$5.98M ﹤0.01%
202,449
+89,169
2465
$5.97M ﹤0.01%
148,090
-734,846
2466
$5.96M ﹤0.01%
124,096
+90,599
2467
$5.96M ﹤0.01%
417,131
-101,905
2468
$5.96M ﹤0.01%
304,161
+92,166
2469
$5.96M ﹤0.01%
61,326
-25,639
2470
$5.96M ﹤0.01%
442,920
-11,905
2471
$5.96M ﹤0.01%
467,886
+4,127
2472
$5.95M ﹤0.01%
107,106
+52,982
2473
$5.91M ﹤0.01%
186,049
-33,138
2474
$5.91M ﹤0.01%
110,376
+54,142
2475
$5.91M ﹤0.01%
222,264
-23,566
97 98
99
100 101