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
4426
$555K ﹤0.01%
7,173
-29,694
4427
$555K ﹤0.01%
16,773
-3,059
4428
$555K ﹤0.01%
12,105
-17,767
4429
$555K ﹤0.01%
30,383
+3,033
4430
$555K ﹤0.01%
60,929
-31,885
4431
$554K ﹤0.01%
6,488
+159
4432
$554K ﹤0.01%
17,792
+2,204
4433
$552K ﹤0.01%
6,517
-40,758
4434
$552K ﹤0.01%
10,259
+5,712
4435
$551K ﹤0.01%
18,648
+132
4436
$551K ﹤0.01%
64,004
-13,967
4437
$550K ﹤0.01%
17,992
-2,979
4438
$550K ﹤0.01%
34,933
+1,300
4439
$549K ﹤0.01%
50,468
-31,345
4440
$549K ﹤0.01%
16,911
+15,579
4441
$548K ﹤0.01%
17,071
-1,396
4442
$546K ﹤0.01%
21,164
+12,360
4443
$544K ﹤0.01%
184,991
+42,100
4444
$544K ﹤0.01%
31,295
-13,573
4445
$544K ﹤0.01%
41,944
-12,552
4446
$543K ﹤0.01%
6,126
+1,406
4447
$542K ﹤0.01%
8,768
+3,351
4448
$541K ﹤0.01%
93,378
-43,245
4449
$541K ﹤0.01%
2,444
+1,376
4450
$540K ﹤0.01%
150,870
-57,277
176 177
178
179 180