We are live on ! Find out more
Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
6101
$6K ﹤0.01%
1,005
6102
$6K ﹤0.01%
1,200
+1,000
6103
$6K ﹤0.01%
1,430
-1,836
6104
$5K ﹤0.01%
+5,520
6105
$5K ﹤0.01%
571
+142
6106
$5K ﹤0.01%
+400
6107
$5K ﹤0.01%
3
-278
6108
$5K ﹤0.01%
+2
6109
$5K ﹤0.01%
1,071
-1
6110
$5K ﹤0.01%
152
-860
6111
$5K ﹤0.01%
348
-1,082
6112
$5K ﹤0.01%
41
-122
6113
$5K ﹤0.01%
825
6114
$5K ﹤0.01%
378
+1
6115
$5K ﹤0.01%
+199
6116
$5K ﹤0.01%
435
-709
6117
$5K ﹤0.01%
3,000
-10,000
6118
$5K ﹤0.01%
70
+67
6119
$5K ﹤0.01%
12
+1
6120
$5K ﹤0.01%
255
6121
$5K ﹤0.01%
+5,225
6122
$5K ﹤0.01%
+1,000
6123
$5K ﹤0.01%
417
+408
6124
$5K ﹤0.01%
351
+288
6125
$5K ﹤0.01%
+187