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
5701
$42K ﹤0.01%
1,146
+796
5702
$42K ﹤0.01%
13
-45
5703
$42K ﹤0.01%
6,057
-13,293
5704
$42K ﹤0.01%
9,965
-6,681
5705
$42K ﹤0.01%
825
+504
5706
$42K ﹤0.01%
4,131
+1,276
5707
$41K ﹤0.01%
147,517
+57,756
5708
$41K ﹤0.01%
5,780
+41
5709
$41K ﹤0.01%
7,712
-1,000
5710
$41K ﹤0.01%
4,517
-3,426
5711
$41K ﹤0.01%
2,382
-5,573
5712
$41K ﹤0.01%
785
-110
5713
$41K ﹤0.01%
5,572
+3,130
5714
$41K ﹤0.01%
1,732
-550
5715
$41K ﹤0.01%
1,521
5716
$40K ﹤0.01%
124
+71
5717
$40K ﹤0.01%
3,481
5718
$39K ﹤0.01%
2,902
+627
5719
$39K ﹤0.01%
3,773
+2,327
5720
$39K ﹤0.01%
3,707
5721
$39K ﹤0.01%
1,167
5722
$39K ﹤0.01%
3,200
5723
$39K ﹤0.01%
1,699
+551
5724
$39K ﹤0.01%
6,025
+5,925
5725
$39K ﹤0.01%
3,726
+4
227 228
229
230 231