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
4276
$690K ﹤0.01%
53,941
-1,355
4277
$689K ﹤0.01%
12,393
-2,505
4278
$689K ﹤0.01%
224,777
+13,110
4279
$688K ﹤0.01%
29,254
+9,120
4280
$688K ﹤0.01%
60,175
+45,177
4281
$685K ﹤0.01%
12,071
-68,146
4282
$684K ﹤0.01%
8,233
-25,631
4283
$684K ﹤0.01%
19,986
+3,115
4284
$684K ﹤0.01%
17,004
+2,130
4285
$683K ﹤0.01%
56,247
+47,159
4286
$683K ﹤0.01%
+94,823
4287
$682K ﹤0.01%
31,055
+395
4288
$682K ﹤0.01%
14,252
-41,622
4289
$682K ﹤0.01%
38,307
-288,037
4290
$682K ﹤0.01%
117,602
-8,407
4291
$681K ﹤0.01%
124,429
-23,940
4292
$678K ﹤0.01%
22,280
-508,903
4293
$677K ﹤0.01%
25,588
-42,772
4294
$677K ﹤0.01%
15,217
-920
4295
$675K ﹤0.01%
36,314
+6,990
4296
$673K ﹤0.01%
39,148
-35,147
4297
$673K ﹤0.01%
7,437
-10,517
4298
$672K ﹤0.01%
25,822
+20,177
4299
$671K ﹤0.01%
18,950
-2,424
4300
$667K ﹤0.01%
16,394
+479
170 171
172
173 174