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
6026
$10K ﹤0.01%
1,077
6027
$10K ﹤0.01%
5,500
6028
$10K ﹤0.01%
450
+126
6029
$10K ﹤0.01%
6,793
+4,636
6030
$10K ﹤0.01%
1,152
+168
6031
$10K ﹤0.01%
585
6032
$10K ﹤0.01%
1,634
-915
6033
$10K ﹤0.01%
243,926
-1,962
6034
$10K ﹤0.01%
686
6035
$10K ﹤0.01%
3,500
+500
6036
$10K ﹤0.01%
+200
6037
$10K ﹤0.01%
880
+40
6038
$10K ﹤0.01%
658
-1,419
6039
$10K ﹤0.01%
505
+186
6040
$10K ﹤0.01%
11
6041
– –
0
6042
$9K ﹤0.01%
1,197
-55
6043
$9K ﹤0.01%
3,526
+1,720
6044
$9K ﹤0.01%
607
+542
6045
$9K ﹤0.01%
600
6046
$9K ﹤0.01%
400
-400
6047
$9K ﹤0.01%
1,000
+969
6048
$9K ﹤0.01%
881
+869
6049
$9K ﹤0.01%
3,445
+1
6050
$9K ﹤0.01%
7,150
-19,341
240 241
242
243 244