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
4451
$538K ﹤0.01%
17,529
-780
4452
$538K ﹤0.01%
23,487
-8,412
4453
$536K ﹤0.01%
19,016
+1,200
4454
$534K ﹤0.01%
252,419
+43,842
4455
$533K ﹤0.01%
27,478
+26,878
4456
$533K ﹤0.01%
34,532
+18,942
4457
$533K ﹤0.01%
166,687
+1,581
4458
$533K ﹤0.01%
36,380
+1,942
4459
$532K ﹤0.01%
31,508
-24,092
4460
$531K ﹤0.01%
1,037
-2,458
4461
$528K ﹤0.01%
36,865
+8,000
4462
$528K ﹤0.01%
15,376
-1,542
4463
$526K ﹤0.01%
59,545
4464
$525K ﹤0.01%
13,031
-17,040
4465
$524K ﹤0.01%
3,364
-7,160
4466
$521K ﹤0.01%
74,088
+63,016
4467
$521K ﹤0.01%
39,045
-18,576
4468
$521K ﹤0.01%
40,093
-1,618
4469
$520K ﹤0.01%
5,204
+115
4470
$520K ﹤0.01%
40,547
-6,747
4471
$519K ﹤0.01%
23,893
+22,433
4472
$519K ﹤0.01%
26,702
-27,008
4473
$518K ﹤0.01%
13,600
-3
4474
$518K ﹤0.01%
8,218
+2,259
4475
$516K ﹤0.01%
34,788
+13,668
177 178
179
180 181