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
5351
$111K ﹤0.01%
18,349
-61,760
5352
$111K ﹤0.01%
10,928
-53,125
5353
$111K ﹤0.01%
4,609
-6,367
5354
$111K ﹤0.01%
16,097
-496,376
5355
$110K ﹤0.01%
3,430
-2,747
5356
$110K ﹤0.01%
11,232
-576
5357
$110K ﹤0.01%
13,808
-34
5358
$110K ﹤0.01%
4,513
-403
5359
$109K ﹤0.01%
5,289
-159
5360
$109K ﹤0.01%
2,146
-619
5361
$109K ﹤0.01%
5,505
5362
$108K ﹤0.01%
2,844
+1,410
5363
$108K ﹤0.01%
9,208
+1,445
5364
$108K ﹤0.01%
13,406
+1,176
5365
$108K ﹤0.01%
6,561
+2,850
5366
$108K ﹤0.01%
6,021
+2,420
5367
$108K ﹤0.01%
8,500
-3,500
5368
$107K ﹤0.01%
45,130
-44,121
5369
$107K ﹤0.01%
2,397
-7,076
5370
$106K ﹤0.01%
980
+930
5371
$106K ﹤0.01%
3,912
+856
5372
$106K ﹤0.01%
1,255
-215
5373
$106K ﹤0.01%
172
-1,200
5374
$106K ﹤0.01%
12,146
-2,062
5375
$106K ﹤0.01%
8,058
-14,170
213 214
215
216 217