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
5001
$225K ﹤0.01%
12,002
+772
5002
$224K ﹤0.01%
4,560
5003
$224K ﹤0.01%
24,731
-14,905
5004
$224K ﹤0.01%
22,170
-26,675
5005
$224K ﹤0.01%
22,991
-47,258
5006
$223K ﹤0.01%
99,300
-285,550
5007
$223K ﹤0.01%
9,673
-5,554
5008
$223K ﹤0.01%
28,684
+4,142
5009
$222K ﹤0.01%
13,245
-3,075
5010
$222K ﹤0.01%
15,167
-11,722
5011
$222K ﹤0.01%
19,193
+6,530
5012
$222K ﹤0.01%
15,909
-12,530
5013
$222K ﹤0.01%
8,941
-646,301
5014
$221K ﹤0.01%
23,650
-51,844
5015
$221K ﹤0.01%
8,274
+347
5016
$220K ﹤0.01%
12,070
-3,618
5017
$220K ﹤0.01%
11,177
+1,529
5018
$220K ﹤0.01%
17,060
+1,646
5019
$219K ﹤0.01%
16,228
5020
$218K ﹤0.01%
1,616
-323
5021
$218K ﹤0.01%
144,216
+3,117
5022
$216K ﹤0.01%
20,571
-123,770
5023
$215K ﹤0.01%
5,887
+435
5024
$215K ﹤0.01%
9,078
+27
5025
$215K ﹤0.01%
7,049
-927
199 200
201
202 203