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
4251
$711K ﹤0.01%
44,283
4252
$709K ﹤0.01%
41,418
+27,533
4253
$709K ﹤0.01%
81,734
-15,024
4254
$709K ﹤0.01%
148,602
-3,054
4255
$708K ﹤0.01%
13,437
-10,152
4256
$708K ﹤0.01%
82,808
-16,476
4257
$708K ﹤0.01%
29,982
-12
4258
$707K ﹤0.01%
114,885
-11,013
4259
$707K ﹤0.01%
86,182
+69,672
4260
$707K ﹤0.01%
64,945
+42,351
4261
$707K ﹤0.01%
140,306
+35,733
4262
$704K ﹤0.01%
44,778
-2,504
4263
$703K ﹤0.01%
30,687
+313
4264
$702K ﹤0.01%
92,327
+46,108
4265
$701K ﹤0.01%
52,599
-9,887
4266
$698K ﹤0.01%
85,189
+2,816
4267
$695K ﹤0.01%
47,810
-7,064
4268
$695K ﹤0.01%
89,724
+19,272
4269
$693K ﹤0.01%
1,873
+795
4270
$693K ﹤0.01%
16,493
-10,990
4271
$693K ﹤0.01%
15,662
-17,976
4272
$691K ﹤0.01%
22,352
-14,026
4273
$691K ﹤0.01%
21,111
-2,897
4274
$691K ﹤0.01%
54,680
+51,764
4275
$690K ﹤0.01%
84
+51
169 170
171
172 173