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
4301
$666K ﹤0.01%
32,166
-930
4302
$666K ﹤0.01%
32,272
-202,124
4303
$665K ﹤0.01%
49,094
+6,508
4304
$664K ﹤0.01%
74,860
+27,915
4305
$662K ﹤0.01%
192,535
+157,047
4306
$661K ﹤0.01%
53,005
+26,870
4307
$661K ﹤0.01%
100,317
-46,127
4308
$660K ﹤0.01%
24,936
+10,459
4309
$657K ﹤0.01%
5,147
+345
4310
$655K ﹤0.01%
761
-113
4311
$655K ﹤0.01%
32,558
-22,394
4312
$655K ﹤0.01%
19,391
+10,194
4313
$654K ﹤0.01%
267
-438
4314
$653K ﹤0.01%
112,443
+17,287
4315
$652K ﹤0.01%
171,406
+25,270
4316
$652K ﹤0.01%
42,893
+23,175
4317
$651K ﹤0.01%
19,047
+2,685
4318
$651K ﹤0.01%
195,363
-49,154
4319
$651K ﹤0.01%
11,437
-2,587
4320
$650K ﹤0.01%
+130,581
4321
$650K ﹤0.01%
29,404
+845
4322
$649K ﹤0.01%
47,760
-10,414
4323
$649K ﹤0.01%
76,430
-26,599
4324
$648K ﹤0.01%
24,119
-4,693
4325
$646K ﹤0.01%
69,594
-25,551
171 172
173
174 175