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
4076
$899K ﹤0.01%
88,045
+81,908
4077
$898K ﹤0.01%
13,357
-615
4078
$898K ﹤0.01%
63,551
-124,012
4079
$897K ﹤0.01%
34,497
-636
4080
$895K ﹤0.01%
47,750
-41,705
4081
$894K ﹤0.01%
26,510
+7,187
4082
$893K ﹤0.01%
47,472
+29,214
4083
$892K ﹤0.01%
12,333
-18,607
4084
$888K ﹤0.01%
34,744
+1,784
4085
$888K ﹤0.01%
89,927
+2,136
4086
$887K ﹤0.01%
60,217
-3,171
4087
$886K ﹤0.01%
68,322
-7,509
4088
$885K ﹤0.01%
33,629
-55,821
4089
$884K ﹤0.01%
29,848
-42,826
4090
$883K ﹤0.01%
74,203
+1,061
4091
$882K ﹤0.01%
72,892
-15,119
4092
$881K ﹤0.01%
60,170
-14,128
4093
$879K ﹤0.01%
62,034
-8,702
4094
$879K ﹤0.01%
382,288
-68,633
4095
$878K ﹤0.01%
69,439
+2,111
4096
$876K ﹤0.01%
74,293
-11,040
4097
$875K ﹤0.01%
28,312
-3,760
4098
$875K ﹤0.01%
78,897
-35,707
4099
$875K ﹤0.01%
42,334
-75,420
4100
$874K ﹤0.01%
4,480
+2,857
162 163
164
165 166