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
4576
$457K ﹤0.01%
19,249
-6,718
4577
$456K ﹤0.01%
150,296
+30,498
4578
$455K ﹤0.01%
5,543
-1,402
4579
$455K ﹤0.01%
12,715
-3,539
4580
$453K ﹤0.01%
17,134
+2,018
4581
$453K ﹤0.01%
8,074
-1,078
4582
$452K ﹤0.01%
9,055
-7,232
4583
$452K ﹤0.01%
9,750
-563
4584
$452K ﹤0.01%
35,832
+13,695
4585
$451K ﹤0.01%
2,007
-739
4586
$450K ﹤0.01%
21,268
-3,392
4587
$450K ﹤0.01%
18,531
+12,219
4588
$447K ﹤0.01%
36,553
+10,434
4589
$447K ﹤0.01%
28,635
-23,381
4590
$447K ﹤0.01%
108,672
+77,024
4591
$447K ﹤0.01%
37
+35
4592
$446K ﹤0.01%
34,775
-163,992
4593
$446K ﹤0.01%
22,648
-17,242
4594
$446K ﹤0.01%
21,852
+8,183
4595
$445K ﹤0.01%
23,826
-402,487
4596
$445K ﹤0.01%
13,668
-5,968
4597
$444K ﹤0.01%
19,422
-5,332
4598
$443K ﹤0.01%
23,981
-6,938
4599
$443K ﹤0.01%
50,304
+35,118
4600
$443K ﹤0.01%
1,707
-265
182 183
184
185 186