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
4651
$413K ﹤0.01%
19,511
-2,082
4652
$412K ﹤0.01%
4,471
-12,160
4653
$411K ﹤0.01%
32,054
+742
4654
$410K ﹤0.01%
17,875
+14,380
4655
$409K ﹤0.01%
43,794
+718
4656
$409K ﹤0.01%
11,091
-1,093
4657
$408K ﹤0.01%
38,197
-18,055
4658
$408K ﹤0.01%
2,196
+1,277
4659
$407K ﹤0.01%
168,762
+157,248
4660
$406K ﹤0.01%
7,489
+2,710
4661
$405K ﹤0.01%
20,975
-89
4662
$404K ﹤0.01%
43,923
-406,260
4663
$403K ﹤0.01%
57,296
+14,597
4664
$403K ﹤0.01%
12,234
+2,188
4665
$403K ﹤0.01%
16,177
+1,462
4666
$402K ﹤0.01%
28,610
+9,289
4667
$402K ﹤0.01%
2
-1
4668
$402K ﹤0.01%
44,811
+40,459
4669
$401K ﹤0.01%
26,370
-16,318
4670
$401K ﹤0.01%
26,855
+3,303
4671
$401K ﹤0.01%
5,875
-620
4672
$399K ﹤0.01%
8,237
-2,064
4673
$398K ﹤0.01%
31,342
-9,748
4674
$395K ﹤0.01%
39,120
+23,753
4675
$393K ﹤0.01%
28,731
+5,064
185 186
187
188 189