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
5226
$144K ﹤0.01%
37,227
+31,595
5227
$144K ﹤0.01%
6,175
+1,791
5228
$143K ﹤0.01%
9,916
-337
5229
$142K ﹤0.01%
4,068
+2,387
5230
$142K ﹤0.01%
3,490
+1,677
5231
$142K ﹤0.01%
7,825
+275
5232
$142K ﹤0.01%
7,844
5233
$141K ﹤0.01%
5,060
+1,370
5234
$141K ﹤0.01%
6,409
+2,064
5235
$141K ﹤0.01%
9,381
-25,041
5236
$141K ﹤0.01%
3,616
+1,858
5237
$140K ﹤0.01%
6,486
-6,591
5238
$140K ﹤0.01%
8,593
+3,208
5239
$140K ﹤0.01%
414
-1,846
5240
$140K ﹤0.01%
18,309
+17,150
5241
$140K ﹤0.01%
10,918
-1,450
5242
$139K ﹤0.01%
6,429
-2,328
5243
$139K ﹤0.01%
17,178
+12,012
5244
$139K ﹤0.01%
9,332
+6,000
5245
$139K ﹤0.01%
5,391
-4,000
5246
$138K ﹤0.01%
3,516
+545
5247
$138K ﹤0.01%
13,202
+9,420
5248
$138K ﹤0.01%
8,675
+1,857
5249
$137K ﹤0.01%
14,901
+1,557
5250
$137K ﹤0.01%
18
-57
208 209
210
211 212