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
5801
$29K ﹤0.01%
2,204
+1,382
5802
$28K ﹤0.01%
6
-25
5803
$28K ﹤0.01%
5,957
-55,869
5804
$28K ﹤0.01%
2
5805
$28K ﹤0.01%
1,000
-70
5806
$28K ﹤0.01%
2,089
-65,764
5807
$28K ﹤0.01%
1,317
+1,179
5808
$28K ﹤0.01%
3,724
-882
5809
$28K ﹤0.01%
1,087
5810
$27K ﹤0.01%
1,798
5811
$27K ﹤0.01%
3,476
-40,952
5812
$27K ﹤0.01%
6,398
+2,437
5813
$27K ﹤0.01%
2,401
-708
5814
$27K ﹤0.01%
5,167
-222,137
5815
$27K ﹤0.01%
10,029
5816
$27K ﹤0.01%
13,039
-1,000
5817
$27K ﹤0.01%
7,820
5818
$27K ﹤0.01%
1,162
-242
5819
$26K ﹤0.01%
2,105
+1,200
5820
$26K ﹤0.01%
2,468
-4,431
5821
$26K ﹤0.01%
1,048
5822
– –
0
5823
$26K ﹤0.01%
1,882
+1,305
5824
– –
0
5825
$26K ﹤0.01%
3,155
+1,989
231 232
233
234 235