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
5276
$130K ﹤0.01%
2,898
+2,329
5277
$129K ﹤0.01%
15,424
-17,025
5278
$129K ﹤0.01%
7,459
-4,806
5279
$129K ﹤0.01%
8,146
-12,288
5280
$129K ﹤0.01%
13,373
-12,924
5281
$129K ﹤0.01%
21,455
+8,035
5282
$129K ﹤0.01%
34
+3
5283
$129K ﹤0.01%
4,175
+500
5284
$129K ﹤0.01%
4,118
+2,430
5285
$129K ﹤0.01%
6,033
-11,129
5286
$128K ﹤0.01%
923
+309
5287
$128K ﹤0.01%
+1,955
5288
$128K ﹤0.01%
2,420
-1,222
5289
$128K ﹤0.01%
141,478
+138,458
5290
$127K ﹤0.01%
15,896
+1,232
5291
$127K ﹤0.01%
5,900
-66
5292
$126K ﹤0.01%
3,687
+294
5293
$126K ﹤0.01%
8,537
+488
5294
$126K ﹤0.01%
3,876
5295
$125K ﹤0.01%
4,200
-45
5296
$125K ﹤0.01%
+9,012
5297
$125K ﹤0.01%
57,896
+56,050
5298
$124K ﹤0.01%
14,845
-4,576
5299
$124K ﹤0.01%
5,991
-5,838
5300
$124K ﹤0.01%
17,939
-107,048
210 211
212
213 214