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
3801
$1.26M ﹤0.01%
50,300
+6,384
3802
$1.26M ﹤0.01%
86,548
+20,102
3803
$1.26M ﹤0.01%
24,064
+21,914
3804
$1.26M ﹤0.01%
42,560
-8,055
3805
$1.26M ﹤0.01%
91,720
+9,172
3806
$1.26M ﹤0.01%
49,757
+19,335
3807
$1.26M ﹤0.01%
128,917
-8,225
3808
$1.25M ﹤0.01%
46,717
-39,912
3809
$1.25M ﹤0.01%
52,161
+13,987
3810
$1.25M ﹤0.01%
80,270
+13,526
3811
$1.25M ﹤0.01%
18,998
-151,821
3812
$1.25M ﹤0.01%
28,693
-5,840
3813
$1.25M ﹤0.01%
58,351
-44,324
3814
$1.24M ﹤0.01%
175,998
-87,690
3815
$1.24M ﹤0.01%
108,384
+85,305
3816
$1.24M ﹤0.01%
60,319
-52,229
3817
$1.24M ﹤0.01%
14,775
+13,040
3818
$1.24M ﹤0.01%
43,612
+852
3819
$1.24M ﹤0.01%
52,339
+22,487
3820
$1.24M ﹤0.01%
18,541
+516
3821
$1.23M ﹤0.01%
4,893
+1,201
3822
$1.23M ﹤0.01%
85,304
+23,620
3823
$1.23M ﹤0.01%
59,273
+19,404
3824
$1.23M ﹤0.01%
56,353
+6,746
3825
$1.23M ﹤0.01%
234,438
+188,238
151 152
153
154 155