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
5326
$117K ﹤0.01%
11,521
-12,940
5327
$117K ﹤0.01%
27,756
+8,427
5328
$117K ﹤0.01%
79,287
-45,162
5329
$116K ﹤0.01%
5,871
-5,857
5330
$116K ﹤0.01%
3,052
-1,381
5331
$116K ﹤0.01%
4,046
-18,704
5332
$116K ﹤0.01%
5,508
-1,302
5333
$116K ﹤0.01%
12,209
-643
5334
$116K ﹤0.01%
4,961
-34,761
5335
$115K ﹤0.01%
13,373
5336
$115K ﹤0.01%
+43,409
5337
$115K ﹤0.01%
10,399
+5,019
5338
$115K ﹤0.01%
8,252
-283
5339
$115K ﹤0.01%
3,877
-78
5340
$114K ﹤0.01%
17,931
+2,768
5341
$114K ﹤0.01%
5,916
+907
5342
$114K ﹤0.01%
11,181
+5,947
5343
$114K ﹤0.01%
14,695
-8,580
5344
$114K ﹤0.01%
15,338
-18
5345
$113K ﹤0.01%
1,999
-6,541
5346
$113K ﹤0.01%
5,764
+5,475
5347
$113K ﹤0.01%
10,133
+5,643
5348
$112K ﹤0.01%
17,660
-22,980
5349
$112K ﹤0.01%
4,286
+97
5350
$112K ﹤0.01%
13,093
-26,191
212 213
214
215 216