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
3401
$2.06M ﹤0.01%
55,793
+1,983
3402
$2.06M ﹤0.01%
+628
3403
$2.06M ﹤0.01%
77,858
-51,863
3404
$2.05M ﹤0.01%
40,530
-88,927
3405
$2.05M ﹤0.01%
29,743
+2,912
3406
$2.04M ﹤0.01%
83,689
-19,219
3407
$2.04M ﹤0.01%
70,108
-72,852
3408
$2.04M ﹤0.01%
32,237
-60,156
3409
$2.04M ﹤0.01%
74,387
+20,549
3410
$2.03M ﹤0.01%
54,351
+7,076
3411
$2.03M ﹤0.01%
97,716
-23,297
3412
$2.03M ﹤0.01%
164,013
+115,893
3413
$2.03M ﹤0.01%
91,147
+14,766
3414
$2.02M ﹤0.01%
89,150
+8,620
3415
$2.02M ﹤0.01%
110,779
+95,725
3416
$2.02M ﹤0.01%
146,647
+51,396
3417
$2.01M ﹤0.01%
14,203
-1,552
3418
$2.01M ﹤0.01%
19,883
+12,560
3419
$2.01M ﹤0.01%
171,312
+111,327
3420
$2.01M ﹤0.01%
33,942
-34,684
3421
$2M ﹤0.01%
86,046
-50,146
3422
$2M ﹤0.01%
94,169
+93,462
3423
$1.99M ﹤0.01%
196,019
-87,748
3424
$1.99M ﹤0.01%
124,962
+17,276
3425
$1.99M ﹤0.01%
126,644
-95,246
135 136
137
138 139