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
4226
$734K ﹤0.01%
1,469
-323
4227
$733K ﹤0.01%
51,833
-26,889
4228
$732K ﹤0.01%
18,044
-127,709
4229
$732K ﹤0.01%
57,000
-6,100
4230
$730K ﹤0.01%
77,109
-4,386
4231
$729K ﹤0.01%
64,289
+58,114
4232
$729K ﹤0.01%
26,301
+3,023
4233
$728K ﹤0.01%
50,399
+8,207
4234
$728K ﹤0.01%
35,190
-27,881
4235
$725K ﹤0.01%
187,312
-36,531
4236
$723K ﹤0.01%
34,150
-1,415
4237
$723K ﹤0.01%
19,854
-17,612
4238
$722K ﹤0.01%
109,604
-2,952
4239
$722K ﹤0.01%
43,314
-117,464
4240
$721K ﹤0.01%
16,156
-18,563
4241
$720K ﹤0.01%
288,160
-198,850
4242
$717K ﹤0.01%
40,413
+3,699
4243
$716K ﹤0.01%
30,119
-14,350
4244
$716K ﹤0.01%
50,632
-8,207
4245
$714K ﹤0.01%
67,532
+2,100
4246
$714K ﹤0.01%
67,138
-87,452
4247
$714K ﹤0.01%
45,600
-108,255
4248
$713K ﹤0.01%
34,187
+290
4249
$713K ﹤0.01%
95,556
+14,956
4250
$711K ﹤0.01%
22,146
-137,967
168 169
170
171 172