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
6001
$12K ﹤0.01%
1,016
6002
$12K ﹤0.01%
710
6003
$12K ﹤0.01%
9,960
+260
6004
$12K ﹤0.01%
38,958
-135,700
6005
$11K ﹤0.01%
1,635
+1,627
6006
$11K ﹤0.01%
97
+37
6007
$11K ﹤0.01%
1,003
6008
$11K ﹤0.01%
607
6009
$11K ﹤0.01%
983
+20
6010
$11K ﹤0.01%
353
-1,053
6011
$11K ﹤0.01%
1,279
6012
$11K ﹤0.01%
3,268
+1,350
6013
$11K ﹤0.01%
388
6014
$11K ﹤0.01%
1,003
6015
$11K ﹤0.01%
250
6016
$11K ﹤0.01%
5,225
-287
6017
$11K ﹤0.01%
822
6018
$11K ﹤0.01%
+80
6019
$10K ﹤0.01%
5,027
-3,615
6020
$10K ﹤0.01%
362
+165
6021
$10K ﹤0.01%
1,613
+1,113
6022
$10K ﹤0.01%
365
6023
$10K ﹤0.01%
+67
6024
$10K ﹤0.01%
430
6025
$10K ﹤0.01%
1,500
+925