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
4951
$256K ﹤0.01%
6,105
+1,765
4952
$256K ﹤0.01%
10,244
+689
4953
$255K ﹤0.01%
1,046
-2,230
4954
$255K ﹤0.01%
18,172
+7,840
4955
$254K ﹤0.01%
17,817
-19,634
4956
$254K ﹤0.01%
22,515
-3,830
4957
$253K ﹤0.01%
14,457
-1,428
4958
$252K ﹤0.01%
52,864
+35,598
4959
$251K ﹤0.01%
+10,934
4960
$249K ﹤0.01%
8,825
+767
4961
$248K ﹤0.01%
29,786
+18,547
4962
$247K ﹤0.01%
26,104
+10,681
4963
$247K ﹤0.01%
4,665
+4,500
4964
$247K ﹤0.01%
2,792
+606
4965
$245K ﹤0.01%
9,264
-8,161
4966
$244K ﹤0.01%
14,933
-1,358
4967
$244K ﹤0.01%
66,617
+11,776
4968
$243K ﹤0.01%
26,195
-3,923
4969
$243K ﹤0.01%
4,666
+1,367
4970
$242K ﹤0.01%
16,776
+13,529
4971
$242K ﹤0.01%
10,237
-605
4972
$241K ﹤0.01%
9,312
-894
4973
$241K ﹤0.01%
9,401
-46,631
4974
$240K ﹤0.01%
8,386
-3,952
4975
$238K ﹤0.01%
12,475
-49,353
197 198
199
200 201