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
5076
$196K ﹤0.01%
91,719
+89
5077
$196K ﹤0.01%
7,643
-16,787
5078
$196K ﹤0.01%
31,479
+5,175
5079
$196K ﹤0.01%
8,122
-2,939
5080
$196K ﹤0.01%
10,612
-12,770
5081
$196K ﹤0.01%
3,922
5082
$196K ﹤0.01%
86,091
+2,853
5083
$196K ﹤0.01%
25,696
-11,279
5084
$195K ﹤0.01%
20,302
-53,386
5085
$194K ﹤0.01%
19,172
+10,011
5086
$194K ﹤0.01%
9,742
-5,539
5087
$194K ﹤0.01%
768
-14,479
5088
$193K ﹤0.01%
2,633
+274
5089
$192K ﹤0.01%
44,253
+29,753
5090
$192K ﹤0.01%
+10,511
5091
$192K ﹤0.01%
5,734
-11,684
5092
$192K ﹤0.01%
7,178
-142,230
5093
$191K ﹤0.01%
28,085
+17,198
5094
$190K ﹤0.01%
+171
5095
$190K ﹤0.01%
8,439
-16,572
5096
$190K ﹤0.01%
61,332
+5,372
5097
$190K ﹤0.01%
5,933
-2,884
5098
$189K ﹤0.01%
+6,984
5099
$189K ﹤0.01%
196,402
+160,824
5100
$189K ﹤0.01%
24,570
+6,227
202 203
204
205 206