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
5651
$50K ﹤0.01%
16,832
+14,555
5652
$50K ﹤0.01%
3,080
-3,731
5653
$50K ﹤0.01%
+1,993
5654
$50K ﹤0.01%
34,526
-1,280
5655
$50K ﹤0.01%
5,706
5656
$50K ﹤0.01%
4,552
+4,508
5657
$50K ﹤0.01%
3,936
-5,271
5658
$49K ﹤0.01%
4,524
-43,911
5659
$49K ﹤0.01%
4,055
+163
5660
$49K ﹤0.01%
9,094
+1,699
5661
$49K ﹤0.01%
4,268
+768
5662
$48K ﹤0.01%
7,580
-28,708
5663
$48K ﹤0.01%
1,162
-31
5664
$48K ﹤0.01%
7,411
-106
5665
$48K ﹤0.01%
21,804
-220,626
5666
$48K ﹤0.01%
600
5667
$48K ﹤0.01%
4,358
-458
5668
$48K ﹤0.01%
2,835
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5669
$47K ﹤0.01%
2,129
5670
$47K ﹤0.01%
1,211
-9,771
5671
$47K ﹤0.01%
7,012
5672
$47K ﹤0.01%
2
-10
5673
$47K ﹤0.01%
2,701
+1
5674
$47K ﹤0.01%
22,779
+1,095
5675
$47K ﹤0.01%
2,177
+149
225 226
227
228 229