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
4026
$951K ﹤0.01%
38,359
+2,486
4027
$950K ﹤0.01%
35,094
-2,480
4028
$950K ﹤0.01%
20,642
-19,278
4029
$945K ﹤0.01%
76,239
+41,541
4030
$943K ﹤0.01%
1,707
+1,373
4031
$943K ﹤0.01%
16,184
+1,135
4032
$943K ﹤0.01%
51,209
+23,590
4033
$942K ﹤0.01%
45,206
-3,758
4034
$941K ﹤0.01%
42,058
+35,292
4035
$940K ﹤0.01%
+32,342
4036
$938K ﹤0.01%
19,014
+241
4037
$937K ﹤0.01%
30,983
-59,251
4038
$936K ﹤0.01%
67,376
-127,221
4039
$936K ﹤0.01%
24,567
+10,392
4040
$936K ﹤0.01%
98,893
-9,519
4041
$935K ﹤0.01%
80,609
+49,512
4042
$935K ﹤0.01%
40,950
+4,439
4043
$934K ﹤0.01%
57,848
-378
4044
$934K ﹤0.01%
68,498
-10,879
4045
$933K ﹤0.01%
32,488
-10,027
4046
$932K ﹤0.01%
55,195
+19,427
4047
$931K ﹤0.01%
35,648
-12,368
4048
$931K ﹤0.01%
29,801
+7,180
4049
$930K ﹤0.01%
304,143
-139,120
4050
$927K ﹤0.01%
95,133
+52,065
160 161
162
163 164