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
4876
$288K ﹤0.01%
17,933
+4,566
4877
$287K ﹤0.01%
57,311
-16,473
4878
$287K ﹤0.01%
8,632
-37,485
4879
$287K ﹤0.01%
275,632
-145,009
4880
$286K ﹤0.01%
7,791
+456
4881
$286K ﹤0.01%
2,689
+222
4882
$286K ﹤0.01%
18,687
-504,467
4883
$284K ﹤0.01%
16,212
-1,270
4884
$284K ﹤0.01%
16,282
+3,987
4885
$283K ﹤0.01%
42,547
+24,220
4886
$282K ﹤0.01%
23,508
-2,064
4887
$282K ﹤0.01%
17,058
+9,449
4888
$281K ﹤0.01%
2,476
+905
4889
$281K ﹤0.01%
10,575
+385
4890
$280K ﹤0.01%
22,973
-14,503
4891
$280K ﹤0.01%
17,987
+12,625
4892
$278K ﹤0.01%
24,872
-4,117
4893
$278K ﹤0.01%
24,823
-14,832
4894
$278K ﹤0.01%
18,093
-1,401
4895
$277K ﹤0.01%
36,003
-1,440
4896
$277K ﹤0.01%
32,697
+16,860
4897
$277K ﹤0.01%
+143,527
4898
$277K ﹤0.01%
4,197
+639
4899
$276K ﹤0.01%
8,277
-4,440
4900
$276K ﹤0.01%
17,747
-4,014
194 195
196
197 198