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
5476
$81K ﹤0.01%
7,786
-33,466
5477
$81K ﹤0.01%
10,094
-73,245
5478
$81K ﹤0.01%
2,941
+176
5479
$81K ﹤0.01%
22,925
-157,897
5480
$81K ﹤0.01%
7,720
+3,292
5481
$81K ﹤0.01%
7,042
-183,682
5482
$81K ﹤0.01%
26,209
+18,109
5483
$81K ﹤0.01%
13,459
+10,076
5484
$81K ﹤0.01%
+5,497
5485
$80K ﹤0.01%
10,815
+4,095
5486
$80K ﹤0.01%
3,241
-607
5487
$80K ﹤0.01%
11,743
-4,458
5488
$80K ﹤0.01%
5,718
+2,000
5489
$79K ﹤0.01%
3,471
-7,514
5490
$79K ﹤0.01%
621
+77
5491
$79K ﹤0.01%
37,224
-185,713
5492
$78K ﹤0.01%
26,138
+200
5493
$78K ﹤0.01%
3,069
+58
5494
$78K ﹤0.01%
71,459
-368
5495
$78K ﹤0.01%
2,624
+2,020
5496
$78K ﹤0.01%
2,818
-744
5497
$78K ﹤0.01%
3,400
-25,219
5498
$78K ﹤0.01%
+3,124
5499
$78K ﹤0.01%
5,441
+4,783
5500
$77K ﹤0.01%
17,616
-8,723
218 219
220
221 222