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
4401
$577K ﹤0.01%
40,972
-28,281
4402
$576K ﹤0.01%
11,170
-88,414
4403
$574K ﹤0.01%
105,912
-8,673
4404
$573K ﹤0.01%
47,389
-91,286
4405
$571K ﹤0.01%
4,581
+405
4406
$570K ﹤0.01%
21,800
-14,764
4407
$570K ﹤0.01%
11,090
+4,716
4408
$570K ﹤0.01%
60,950
+4,225
4409
$570K ﹤0.01%
32,342
+16,763
4410
$569K ﹤0.01%
30,307
-139,207
4411
$568K ﹤0.01%
22,112
-8,450
4412
$568K ﹤0.01%
35,000
+3,056
4413
$568K ﹤0.01%
2,770
+1,357
4414
$567K ﹤0.01%
21,005
-40,980
4415
$566K ﹤0.01%
36,333
-19,161
4416
$564K ﹤0.01%
20,174
-5,099
4417
$564K ﹤0.01%
11,719
-23,607
4418
$563K ﹤0.01%
19,130
-55,898
4419
$562K ﹤0.01%
7,274
+646
4420
$559K ﹤0.01%
15,896
-881
4421
$558K ﹤0.01%
36,508
+3,542
4422
$557K ﹤0.01%
40,650
-1,405
4423
$557K ﹤0.01%
9,588
+82
4424
$557K ﹤0.01%
65,309
-20,588
4425
$556K ﹤0.01%
13,727
+3,738
175 176
177
178 179