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
4976
$238K ﹤0.01%
15,415
-59,897
4977
$238K ﹤0.01%
13,929
+98
4978
$238K ﹤0.01%
17,593
-10,573
4979
$238K ﹤0.01%
5,779
+317
4980
$238K ﹤0.01%
126,711
-600
4981
$237K ﹤0.01%
28,648
+15,398
4982
$236K ﹤0.01%
7,200
-64
4983
$235K ﹤0.01%
13,771
-17,109
4984
$235K ﹤0.01%
189,772
+4,661
4985
$234K ﹤0.01%
9,951
+6,486
4986
$234K ﹤0.01%
17,564
-170,248
4987
$234K ﹤0.01%
2,529
+324
4988
$233K ﹤0.01%
8,723
+514
4989
$233K ﹤0.01%
28,991
+530
4990
$233K ﹤0.01%
78,121
+43,574
4991
$232K ﹤0.01%
15,937
-1,124
4992
$231K ﹤0.01%
16,020
-6,232
4993
$231K ﹤0.01%
14,240
-3,324
4994
$230K ﹤0.01%
2,868
+2,574
4995
$229K ﹤0.01%
11,641
-518
4996
$229K ﹤0.01%
28,985
-86,162
4997
$229K ﹤0.01%
10,514
-7,008
4998
$228K ﹤0.01%
20,310
+6,800
4999
$226K ﹤0.01%
2,084
+196
5000
$225K ﹤0.01%
29,950
+20,992
198 199
200
201 202