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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
4676
$393K ﹤0.01%
7,875
+4,403
4677
$392K ﹤0.01%
19,459
+1,850
4678
$392K ﹤0.01%
+15,667
4679
$391K ﹤0.01%
23,712
+18,784
4680
$391K ﹤0.01%
17,493
-108,617
4681
$389K ﹤0.01%
22,501
-500
4682
$388K ﹤0.01%
20,843
+3,947
4683
$387K ﹤0.01%
7,270
+1,134
4684
$387K ﹤0.01%
21,491
-22,151
4685
$387K ﹤0.01%
12,328
-3,436
4686
$386K ﹤0.01%
40,993
+10,344
4687
$384K ﹤0.01%
15,322
-19,117
4688
$384K ﹤0.01%
27,217
+13,031
4689
$383K ﹤0.01%
23,097
+9,675
4690
$382K ﹤0.01%
25,027
+9,293
4691
$382K ﹤0.01%
10,224
-726
4692
$382K ﹤0.01%
4,895
-355
4693
$382K ﹤0.01%
64,040
+57,316
4694
$380K ﹤0.01%
10,551
+687
4695
$380K ﹤0.01%
20,348
+861
4696
$380K ﹤0.01%
34,629
-226
4697
$379K ﹤0.01%
38,424
+3,656
4698
$379K ﹤0.01%
77,152
+4,456
4699
$378K ﹤0.01%
114,106
+20,828
4700
$378K ﹤0.01%
12,649
+3,238
186 187
188
189 190