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
4751
$358K ﹤0.01%
1,272
-12,595
4752
$358K ﹤0.01%
12,004
-626
4753
$358K ﹤0.01%
44,260
-15,465
4754
$358K ﹤0.01%
41,850
-5,513
4755
$357K ﹤0.01%
44,332
-2,589
4756
$356K ﹤0.01%
41,349
-3,781
4757
$356K ﹤0.01%
54,714
-5,953
4758
$355K ﹤0.01%
43,402
-12,598
4759
$355K ﹤0.01%
48,300
-55,453
4760
$355K ﹤0.01%
43,600
+11,058
4761
$355K ﹤0.01%
10,388
-1,475
4762
$354K ﹤0.01%
7,984
-25,787
4763
$353K ﹤0.01%
26,520
+1,722
4764
$352K ﹤0.01%
28,784
-9,637
4765
$349K ﹤0.01%
23,687
-2,656
4766
$349K ﹤0.01%
10,590
-5,138
4767
$348K ﹤0.01%
16,437
-19,003
4768
$347K ﹤0.01%
6,132
+322
4769
$346K ﹤0.01%
43,005
-654
4770
$345K ﹤0.01%
14,881
-327
4771
$344K ﹤0.01%
15,226
-16,930
4772
$344K ﹤0.01%
73,861
-126,662
4773
$344K ﹤0.01%
9,505
+3,259
4774
$344K ﹤0.01%
9,817
-2,817
4775
$344K ﹤0.01%
18,440
-1,929
189 190
191
192 193