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
4101
$872K ﹤0.01%
7,076
-1,791
4102
$871K ﹤0.01%
18,159
-1,454
4103
$870K ﹤0.01%
1,429
-11,708
4104
$870K ﹤0.01%
44,773
-870
4105
$870K ﹤0.01%
117,962
+20,494
4106
$868K ﹤0.01%
20,089
-13,352
4107
$867K ﹤0.01%
54,013
-88,624
4108
$866K ﹤0.01%
3,472
-858
4109
$866K ﹤0.01%
17,151
-2,721
4110
$864K ﹤0.01%
49,940
-36,743
4111
$862K ﹤0.01%
21,900
+17,749
4112
$861K ﹤0.01%
7,545
+3,206
4113
$859K ﹤0.01%
52,056
+22,096
4114
$858K ﹤0.01%
23,432
-22,219
4115
$857K ﹤0.01%
121,778
-238,103
4116
$856K ﹤0.01%
47,900
-75,386
4117
$855K ﹤0.01%
11,715
+1,915
4118
$855K ﹤0.01%
85,872
+59,604
4119
$853K ﹤0.01%
129,167
-5,445
4120
$853K ﹤0.01%
11,802
-16,711
4121
$852K ﹤0.01%
49,921
-4,567
4122
$851K ﹤0.01%
28,191
-83,204
4123
$851K ﹤0.01%
64,910
-25,405
4124
$851K ﹤0.01%
31,478
+11,703
4125
$851K ﹤0.01%
267,703
-35,318
163 164
165
166 167