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
5176
$160K ﹤0.01%
10,512
-2,663
5177
$160K ﹤0.01%
10,485
+1,186
5178
$159K ﹤0.01%
19,933
+8,871
5179
$159K ﹤0.01%
9,253
-3,854
5180
$159K ﹤0.01%
32,092
+16,478
5181
$158K ﹤0.01%
5,066
-969
5182
$157K ﹤0.01%
2,600
5183
$157K ﹤0.01%
12,986
-4,290
5184
$157K ﹤0.01%
2,615
+2,164
5185
$156K ﹤0.01%
4,727
-1,956
5186
$156K ﹤0.01%
4,341
-43,025
5187
$156K ﹤0.01%
6,088
+4,860
5188
$156K ﹤0.01%
285,636
+198,085
5189
$155K ﹤0.01%
1,138
+218
5190
$155K ﹤0.01%
6,170
-107
5191
$155K ﹤0.01%
4,934
-18,036
5192
$154K ﹤0.01%
746
-6
5193
$154K ﹤0.01%
20,619
+1,247
5194
$154K ﹤0.01%
4,513
-58,307
5195
$154K ﹤0.01%
35,159
+35,122
5196
$154K ﹤0.01%
32,350
-2,000
5197
$153K ﹤0.01%
37,291
+25,451
5198
$153K ﹤0.01%
4,296
-296
5199
$152K ﹤0.01%
2,406
-1,053
5200
$152K ﹤0.01%
5,239
-2,504
206 207
208
209 210