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
5401
$99K ﹤0.01%
7,116
-2,888
5402
$99K ﹤0.01%
14,335
-3,069
5403
$98K ﹤0.01%
6,111
+4,014
5404
$98K ﹤0.01%
4,960
-34,328
5405
$98K ﹤0.01%
35,568
+27,207
5406
$97K ﹤0.01%
294
-44
5407
$97K ﹤0.01%
7,447
+5,497
5408
$97K ﹤0.01%
10,302
+4,910
5409
$97K ﹤0.01%
16,955
-17,336
5410
$97K ﹤0.01%
5,517
-3,459
5411
$97K ﹤0.01%
7,378
+1,179
5412
$97K ﹤0.01%
7,607
-57,888
5413
$97K ﹤0.01%
13,588
-13,298
5414
$97K ﹤0.01%
59
+49
5415
$96K ﹤0.01%
26,445
-2,056
5416
$96K ﹤0.01%
3,475
-11,220
5417
$96K ﹤0.01%
1,562
+1,233
5418
$96K ﹤0.01%
+249,814
5419
$95K ﹤0.01%
1,426
-1,285
5420
$95K ﹤0.01%
1,903
+560
5421
$95K ﹤0.01%
6,340
-2,300
5422
$95K ﹤0.01%
10,527
-23,147
5423
$95K ﹤0.01%
7,937
5424
$95K ﹤0.01%
6,500
-2,880
5425
$95K ﹤0.01%
+5,569
215 216
217
218 219