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
4476
$515K ﹤0.01%
31,970
+5,654
4477
$515K ﹤0.01%
24,052
+20,076
4478
$514K ﹤0.01%
48,604
-243,012
4479
$513K ﹤0.01%
31,320
-11,265
4480
$513K ﹤0.01%
13,346
-1,857
4481
$513K ﹤0.01%
23,040
+11,384
4482
$512K ﹤0.01%
31,803
-5,635
4483
$511K ﹤0.01%
39,797
+2,754
4484
$510K ﹤0.01%
14,463
-309
4485
$509K ﹤0.01%
21,604
+13,169
4486
$509K ﹤0.01%
65,166
+16,127
4487
$508K ﹤0.01%
13,406
-44,045
4488
$507K ﹤0.01%
9,658
+70
4489
$507K ﹤0.01%
18,640
-1,807
4490
$506K ﹤0.01%
46,534
+9,575
4491
$506K ﹤0.01%
77,961
+47,918
4492
$506K ﹤0.01%
37,342
+9,732
4493
$505K ﹤0.01%
15,066
+14,785
4494
$505K ﹤0.01%
115,176
-6,840
4495
$504K ﹤0.01%
9,619
-24,942
4496
$503K ﹤0.01%
6,120
+116
4497
$503K ﹤0.01%
53,038
+38,054
4498
$503K ﹤0.01%
19,976
-7,278
4499
$501K ﹤0.01%
21,854
-1,510
4500
$501K ﹤0.01%
62,878
-18,752
178 179
180
181 182