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
5451
$86K ﹤0.01%
4,995
5452
$86K ﹤0.01%
24,637
-37,544
5453
$86K ﹤0.01%
12,649
-26,790
5454
$85K ﹤0.01%
15,962
-18,766
5455
$85K ﹤0.01%
1,188
-7,141
5456
$85K ﹤0.01%
1,847
+219
5457
$85K ﹤0.01%
5,515
+117
5458
$85K ﹤0.01%
6,825
-37,607
5459
$85K ﹤0.01%
8,572
-2,442
5460
$85K ﹤0.01%
3,838
+2,661
5461
$84K ﹤0.01%
1,818
+1,138
5462
$84K ﹤0.01%
1,030
-100
5463
$84K ﹤0.01%
6,845
-109,916
5464
$84K ﹤0.01%
10,508
-93
5465
$84K ﹤0.01%
11,779
+1,827
5466
$84K ﹤0.01%
5,280
-4,342
5467
$83K ﹤0.01%
9,254
+2,289
5468
$83K ﹤0.01%
1,656
5469
$83K ﹤0.01%
2,983
-447
5470
$83K ﹤0.01%
6,590
-691
5471
$83K ﹤0.01%
38,900
+38,300
5472
$82K ﹤0.01%
7,377
-16,374
5473
$82K ﹤0.01%
54,075
-3,375
5474
– –
-1
5475
$82K ﹤0.01%
4,477
+2,206
217 218
219
220 221