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
4701
$378K ﹤0.01%
242,448
-1,391,904
4702
$377K ﹤0.01%
22,548
-1,030
4703
$377K ﹤0.01%
20,410
-16
4704
$376K ﹤0.01%
3,124
-1,362
4705
$375K ﹤0.01%
112,445
+18,761
4706
$375K ﹤0.01%
30,703
-68,590
4707
$374K ﹤0.01%
37,973
+4,920
4708
$372K ﹤0.01%
4,139
+2,112
4709
$372K ﹤0.01%
17,897
+2,525
4710
$371K ﹤0.01%
33,555
-47,627
4711
$371K ﹤0.01%
32,870
+8,125
4712
$371K ﹤0.01%
82,516
+82,500
4713
$370K ﹤0.01%
10,858
+7,324
4714
$370K ﹤0.01%
27,779
-78,479
4715
$369K ﹤0.01%
22,387
-107,856
4716
$367K ﹤0.01%
26,762
-1,336
4717
$367K ﹤0.01%
19,740
-32,136
4718
$367K ﹤0.01%
23,936
-56,424
4719
$367K ﹤0.01%
32,619
+7,784
4720
$366K ﹤0.01%
22,940
-192,200
4721
$366K ﹤0.01%
25,941
+9,749
4722
$366K ﹤0.01%
21,840
-4,733
4723
$366K ﹤0.01%
14,630
-13,361
4724
$365K ﹤0.01%
3,416
-659
4725
$365K ﹤0.01%
19,869
+7,625
187 188
189
190 191