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
4176
$789K ﹤0.01%
50,448
+49,719
4177
$787K ﹤0.01%
115,326
-30,036
4178
$784K ﹤0.01%
+35,948
4179
$783K ﹤0.01%
15,937
-15,206
4180
$783K ﹤0.01%
41,524
-34,287
4181
$782K ﹤0.01%
+9,810
4182
$781K ﹤0.01%
36,156
+3,939
4183
$781K ﹤0.01%
+4,086
4184
$780K ﹤0.01%
49,389
+7,705
4185
$780K ﹤0.01%
9,355
-628
4186
$779K ﹤0.01%
61,159
-16,539
4187
$778K ﹤0.01%
21,767
+1,635
4188
$778K ﹤0.01%
81,564
+5,805
4189
$776K ﹤0.01%
28,968
-34,867
4190
$775K ﹤0.01%
22,823
-162
4191
$775K ﹤0.01%
91,180
-10,791
4192
$775K ﹤0.01%
49,292
+3,324
4193
$773K ﹤0.01%
37,592
+22,441
4194
$773K ﹤0.01%
239,644
-9,560
4195
$773K ﹤0.01%
+20,137
4196
– –
0
4197
$770K ﹤0.01%
312,854
-5,467
4198
$768K ﹤0.01%
38,461
-20,224
4199
$768K ﹤0.01%
12,690
-692
4200
$768K ﹤0.01%
57,216
-50,001
166 167
168
169 170