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
5101
$188K ﹤0.01%
23,924
-13,634
5102
$188K ﹤0.01%
5,083
+426
5103
$188K ﹤0.01%
7,142
+1,514
5104
$188K ﹤0.01%
11,261
-3,972
5105
$187K ﹤0.01%
17,158
+6,642
5106
$187K ﹤0.01%
16,804
5107
$187K ﹤0.01%
19,193
+3,717
5108
$187K ﹤0.01%
26,529
-33,232
5109
$187K ﹤0.01%
3,410
5110
$187K ﹤0.01%
3,999
-1,049
5111
$186K ﹤0.01%
28,457
-110,446
5112
$186K ﹤0.01%
9,052
+3,738
5113
$186K ﹤0.01%
3,775
+512
5114
$186K ﹤0.01%
17,761
+17,719
5115
$185K ﹤0.01%
12,755
-279,883
5116
$185K ﹤0.01%
9,541
-8,941
5117
$185K ﹤0.01%
16,591
+6,657
5118
$184K ﹤0.01%
468
+433
5119
$184K ﹤0.01%
31,083
+2,315
5120
$183K ﹤0.01%
23,153
-96,330
5121
$183K ﹤0.01%
14,932
-44,201
5122
$183K ﹤0.01%
4,844
+371
5123
$183K ﹤0.01%
39,920
+798
5124
$182K ﹤0.01%
6,884
+1,480
5125
$182K ﹤0.01%
14,698
-1,587
203 204
205
206 207