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
4776
$344K ﹤0.01%
65,555
+52,634
4777
$344K ﹤0.01%
16,477
+3,154
4778
$343K ﹤0.01%
23,264
+3,845
4779
$343K ﹤0.01%
8,267
-62,534
4780
$343K ﹤0.01%
11,599
-5,323
4781
$343K ﹤0.01%
19,129
4782
$343K ﹤0.01%
25,571
-7,274
4783
$342K ﹤0.01%
39,458
+27,446
4784
$342K ﹤0.01%
27,184
+8,745
4785
$342K ﹤0.01%
22,131
-3,235
4786
$342K ﹤0.01%
13,751
+10,390
4787
$340K ﹤0.01%
43,638
+11,156
4788
$340K ﹤0.01%
70,738
-68,487
4789
$339K ﹤0.01%
25,714
+2,400
4790
$338K ﹤0.01%
12,338
+3,850
4791
$338K ﹤0.01%
25,094
-45
4792
$337K ﹤0.01%
23,140
-5,992
4793
$337K ﹤0.01%
42,833
+24,917
4794
$337K ﹤0.01%
6,910
+6,151
4795
$337K ﹤0.01%
12,710
+12,481
4796
$336K ﹤0.01%
5,781
+1,060
4797
$336K ﹤0.01%
3,363
-1,390
4798
$334K ﹤0.01%
8,769
-4,651
4799
$334K ﹤0.01%
23,930
+23,696
4800
$334K ﹤0.01%
20,851
+45
190 191
192
193 194