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
5301
$123K ﹤0.01%
+2,383
5302
$123K ﹤0.01%
13,668
-7,412
5303
$123K ﹤0.01%
14,945
+9,679
5304
$123K ﹤0.01%
6,745
+994
5305
$123K ﹤0.01%
7,253
-2,595
5306
$122K ﹤0.01%
9,039
-2,400
5307
$122K ﹤0.01%
27,562
+626
5308
$122K ﹤0.01%
2,250
5309
$121K ﹤0.01%
15,154
-2,843
5310
$121K ﹤0.01%
3,388
5311
$121K ﹤0.01%
7,957
+751
5312
$121K ﹤0.01%
10,703
-171,774
5313
$120K ﹤0.01%
283
+191
5314
$120K ﹤0.01%
3,196
+20
5315
$120K ﹤0.01%
9,229
+2,798
5316
$120K ﹤0.01%
20,452
+1,081
5317
$120K ﹤0.01%
8,678
-119,926
5318
$119K ﹤0.01%
48,554
+10,348
5319
$119K ﹤0.01%
30,096
+24,468
5320
$119K ﹤0.01%
8,543
+1,076
5321
$118K ﹤0.01%
726
-308
5322
$118K ﹤0.01%
3,409
-4,177
5323
$118K ﹤0.01%
7,904
-196
5324
$118K ﹤0.01%
10,483
5325
$117K ﹤0.01%
7,321
-71
211 212
213
214 215