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
5151
$172K ﹤0.01%
13,120
-34,085
5152
$171K ﹤0.01%
13,438
-39,234
5153
$171K ﹤0.01%
18
+2
5154
$171K ﹤0.01%
3,773
+1,523
5155
$171K ﹤0.01%
14,914
+900
5156
$167K ﹤0.01%
4,166
+3,205
5157
$166K ﹤0.01%
53,757
+21,900
5158
$166K ﹤0.01%
3,726
+2,713
5159
$165K ﹤0.01%
9,450
-6,120
5160
$165K ﹤0.01%
6,226
+142
5161
$165K ﹤0.01%
57,798
-58,299
5162
$164K ﹤0.01%
21,911
-25,574
5163
$164K ﹤0.01%
6,510
-3,764
5164
$164K ﹤0.01%
51,512
+22,820
5165
$163K ﹤0.01%
6,400
+4,700
5166
$162K ﹤0.01%
16,791
-7,177
5167
$162K ﹤0.01%
18,021
+448
5168
$162K ﹤0.01%
3,071
-213
5169
$162K ﹤0.01%
5,273
5170
$162K ﹤0.01%
13,507
-3,288
5171
$162K ﹤0.01%
11,661
+46
5172
$162K ﹤0.01%
21,684
-13,220
5173
$161K ﹤0.01%
72,713
-547,635
5174
$161K ﹤0.01%
+9,259
5175
$160K ﹤0.01%
+28,712
205 206
207
208 209