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
4526
$485K ﹤0.01%
101,120
+100,050
4527
$483K ﹤0.01%
54,356
-16,191
4528
$483K ﹤0.01%
40,030
-28,662
4529
$482K ﹤0.01%
34,563
+3,142
4530
$480K ﹤0.01%
15,311
-38,076
4531
$480K ﹤0.01%
33,406
-27,440
4532
$480K ﹤0.01%
1,035
+40
4533
$480K ﹤0.01%
27,551
-318
4534
$479K ﹤0.01%
30,440
+5,559
4535
$479K ﹤0.01%
27,290
+2,080
4536
$479K ﹤0.01%
34,948
+5,330
4537
$478K ﹤0.01%
6,585
+115
4538
$477K ﹤0.01%
30,264
+28,707
4539
$476K ﹤0.01%
5,917
-3,309
4540
$473K ﹤0.01%
42,004
+20,408
4541
$473K ﹤0.01%
23,676
+2,828
4542
$473K ﹤0.01%
83,928
+16,748
4543
$472K ﹤0.01%
17
+14
4544
$471K ﹤0.01%
7,449
+1,162
4545
$471K ﹤0.01%
28,893
-18,499
4546
$471K ﹤0.01%
38,908
-159,648
4547
$470K ﹤0.01%
43,864
-12,715
4548
$470K ﹤0.01%
37,046
+13,906
4549
$469K ﹤0.01%
144,348
+16,698
4550
$469K ﹤0.01%
30,251
-5,741
180 181
182
183 184