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
4001
$983K ﹤0.01%
69,818
-74,077
4002
$982K ﹤0.01%
19,030
+5,641
4003
$981K ﹤0.01%
54,949
+4,060
4004
$980K ﹤0.01%
47,586
-162,436
4005
$977K ﹤0.01%
56,630
+7,211
4006
$975K ﹤0.01%
58,205
-43,708
4007
$974K ﹤0.01%
49,783
+13,438
4008
$973K ﹤0.01%
29,970
-179,387
4009
$972K ﹤0.01%
188,797
-49,675
4010
$972K ﹤0.01%
66,161
-38,618
4011
$971K ﹤0.01%
30,310
+1,326
4012
$969K ﹤0.01%
27,467
-112,078
4013
$968K ﹤0.01%
24,466
+785
4014
$965K ﹤0.01%
14,751
-7,977
4015
$964K ﹤0.01%
55,251
+12,215
4016
$964K ﹤0.01%
32,328
-95,662
4017
$961K ﹤0.01%
26,680
-22,764
4018
$961K ﹤0.01%
66,060
+5,215
4019
$959K ﹤0.01%
67,790
+1,394
4020
$957K ﹤0.01%
52,154
+12,492
4021
$955K ﹤0.01%
36,961
+1,618
4022
$955K ﹤0.01%
35,669
+14,303
4023
$954K ﹤0.01%
+132,531
4024
$953K ﹤0.01%
36,720
+35,570
4025
$953K ﹤0.01%
232,464
-259,955
159 160
161
162 163