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
4851
$304K ﹤0.01%
613
-154
4852
$303K ﹤0.01%
121,699
-1,001
4853
$302K ﹤0.01%
1
4854
$302K ﹤0.01%
3,460
-712
4855
$301K ﹤0.01%
823
-5,762
4856
$301K ﹤0.01%
28,893
+8,827
4857
$300K ﹤0.01%
18,888
+77
4858
$298K ﹤0.01%
13,472
+7,836
4859
$298K ﹤0.01%
42,668
-38,588
4860
$298K ﹤0.01%
+10,000
4861
$297K ﹤0.01%
26,608
-2,372
4862
$296K ﹤0.01%
19,443
+5,467
4863
$296K ﹤0.01%
3,297
+1,388
4864
$292K ﹤0.01%
6,546
+449
4865
$292K ﹤0.01%
10,028
-14,068
4866
$292K ﹤0.01%
228,460
-5,669
4867
$291K ﹤0.01%
21,443
+9,222
4868
$290K ﹤0.01%
9,310
-310
4869
$290K ﹤0.01%
18,115
-7,272
4870
$289K ﹤0.01%
62,953
+36,178
4871
$289K ﹤0.01%
20,030
-23,023
4872
$289K ﹤0.01%
29,626
+11,312
4873
$289K ﹤0.01%
13,994
+191
4874
$288K ﹤0.01%
3,908
+281
4875
$288K ﹤0.01%
35,519
+21,919
193 194
195
196 197