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
5551
$67K ﹤0.01%
3,417
5552
$67K ﹤0.01%
1,703
5553
$66K ﹤0.01%
1,753
-1,680
5554
$66K ﹤0.01%
2,478
+2,281
5555
$66K ﹤0.01%
1,214
+1,164
5556
$66K ﹤0.01%
5,415
-619
5557
$66K ﹤0.01%
2,255
+1,978
5558
$66K ﹤0.01%
16,639
-13
5559
$66K ﹤0.01%
9,793
+545
5560
$65K ﹤0.01%
36,750
+10,000
5561
$65K ﹤0.01%
2,625
-610
5562
$65K ﹤0.01%
10,285
+261
5563
$65K ﹤0.01%
5,071
-128,035
5564
$65K ﹤0.01%
21,340
-1,885
5565
$65K ﹤0.01%
2,025
5566
$64K ﹤0.01%
4,455
-1,341
5567
$64K ﹤0.01%
3,915
-4,057
5568
$64K ﹤0.01%
9,084
+701
5569
$64K ﹤0.01%
11,693
-32,745
5570
$64K ﹤0.01%
359
+358
5571
$64K ﹤0.01%
4,558
+3,886
5572
$63K ﹤0.01%
99
-110
5573
$63K ﹤0.01%
19,466
-38,248
5574
$63K ﹤0.01%
70
-57
5575
$63K ﹤0.01%
41,012
-15,922
221 222
223
224 225