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
5201
$152K ﹤0.01%
9,966
5202
$151K ﹤0.01%
5,567
-237
5203
$151K ﹤0.01%
7,395
5204
$151K ﹤0.01%
3,610
-150
5205
$151K ﹤0.01%
28,619
+27,856
5206
$151K ﹤0.01%
8,427
-25,734
5207
$150K ﹤0.01%
18,869
-41,279
5208
$150K ﹤0.01%
7,403
+798
5209
$150K ﹤0.01%
19
+5
5210
$149K ﹤0.01%
51,614
-4,870
5211
$149K ﹤0.01%
2,324
+113
5212
$148K ﹤0.01%
23,922
-329,528
5213
$148K ﹤0.01%
5,606
+1,590
5214
$148K ﹤0.01%
9,124
-92,304
5215
$148K ﹤0.01%
7,545
-66,372
5216
$148K ﹤0.01%
52,500
+49,163
5217
$148K ﹤0.01%
10,586
-29,589
5218
$148K ﹤0.01%
16,100
+3,629
5219
$148K ﹤0.01%
12,877
+3,436
5220
$147K ﹤0.01%
11,000
5221
$147K ﹤0.01%
10,427
-37,844
5222
$147K ﹤0.01%
6,150
-15
5223
$146K ﹤0.01%
49,101
+28,330
5224
$145K ﹤0.01%
7,535
-312
5225
$144K ﹤0.01%
12,958
+1,562
207 208
209
210 211