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
5526
$72K ﹤0.01%
1,622
-44,244
5527
$72K ﹤0.01%
19,538
5528
$72K ﹤0.01%
2,450
-9,814
5529
$71K ﹤0.01%
3,842
-329
5530
$71K ﹤0.01%
21,116
-6,868
5531
$71K ﹤0.01%
4,645
+1,700
5532
$70K ﹤0.01%
8,485
-5,216
5533
$70K ﹤0.01%
259
-147
5534
$70K ﹤0.01%
463
-1,195
5535
$69K ﹤0.01%
11,399
+10
5536
$69K ﹤0.01%
10,261
-5,753
5537
$69K ﹤0.01%
3,762
+2,614
5538
$69K ﹤0.01%
4,934
-5,787
5539
$69K ﹤0.01%
6,182
-11,380
5540
$69K ﹤0.01%
16,193
+13,255
5541
$69K ﹤0.01%
6,511
-34,386
5542
$68K ﹤0.01%
9,256
-1,966
5543
$68K ﹤0.01%
3,074
+2,083
5544
$68K ﹤0.01%
13,610
5545
$68K ﹤0.01%
4,783
-2,482
5546
$68K ﹤0.01%
25,406
+8,198
5547
$68K ﹤0.01%
20,558
-7,199
5548
$68K ﹤0.01%
8,324
+191
5549
$67K ﹤0.01%
14,955
-840
5550
$67K ﹤0.01%
5,017
+87
220 221
222
223 224