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
4201
$768K ﹤0.01%
52,269
-93,199
4202
$767K ﹤0.01%
70,101
-6,245
4203
$767K ﹤0.01%
26,597
+5,344
4204
$766K ﹤0.01%
16,817
+4,637
4205
$766K ﹤0.01%
16,733
-2,033
4206
$765K ﹤0.01%
48,847
-2,601
4207
$763K ﹤0.01%
38,045
+1,899
4208
$762K ﹤0.01%
63,376
-952
4209
$758K ﹤0.01%
69,992
+21,097
4210
$756K ﹤0.01%
22,959
+997
4211
$753K ﹤0.01%
52,074
+334
4212
$752K ﹤0.01%
29,059
-284,531
4213
$751K ﹤0.01%
28,210
+27,546
4214
$751K ﹤0.01%
157,461
+147,057
4215
$749K ﹤0.01%
35,243
-35,369
4216
$749K ﹤0.01%
33,791
+4,473
4217
$747K ﹤0.01%
28,311
+9,108
4218
$747K ﹤0.01%
40,917
-2,580
4219
$741K ﹤0.01%
33,387
+7,758
4220
$739K ﹤0.01%
25,393
+8,007
4221
$739K ﹤0.01%
1,621
+530
4222
$738K ﹤0.01%
10,559
-977
4223
$737K ﹤0.01%
27,524
-19,728
4224
$737K ﹤0.01%
43,148
+18,869
4225
$735K ﹤0.01%
25,231
+4,265
167 168
169
170 171