Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$983B
AUM Growth
-$31.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,919
New
Increased
Reduced
Closed

Top Buys

1
+$2.36B
2
+$1.04B
3
+$951M
4
ABNB icon
Airbnb
ABNB
+$942M
5
KVUE icon
Kenvue
KVUE
+$704M

Top Sells

1
+$2.7B
2
+$901M
3
+$855M
4
ILMN icon
Illumina
ILMN
+$674M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$637M

Sector Composition

1 Technology 20.56%
2 Healthcare 10.41%
3 Financials 10.2%
4 Consumer Discretionary 8.89%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4301
$1.92M ﹤0.01%
216,875
-121,786
4302
$1.92M ﹤0.01%
121,664
-21,877
4303
$1.91M ﹤0.01%
53,371
-157
4304
$1.91M ﹤0.01%
50,297
-2,125
4305
$1.91M ﹤0.01%
408,955
-238,426
4306
$1.9M ﹤0.01%
380,370
-147,912
4307
$1.89M ﹤0.01%
38,423
-534
4308
$1.89M ﹤0.01%
168,439
-5,692
4309
$1.89M ﹤0.01%
354,925
+224,287
4310
$1.89M ﹤0.01%
75,478
-1,373
4311
$1.89M ﹤0.01%
634,120
+4,200
4312
$1.88M ﹤0.01%
769,128
+5,375
4313
$1.88M ﹤0.01%
50,646
-28,018
4314
$1.87M ﹤0.01%
195,239
-1,684
4315
$1.87M ﹤0.01%
985,675
+161,668
4316
$1.87M ﹤0.01%
138,362
-2,871
4317
$1.87M ﹤0.01%
12,617
-284
4318
$1.87M ﹤0.01%
45,678
+1,099
4319
$1.86M ﹤0.01%
190,798
+42,970
4320
$1.86M ﹤0.01%
671,536
+540,455
4321
$1.86M ﹤0.01%
409,685
-72,071
4322
$1.86M ﹤0.01%
145,442
+75,471
4323
$1.85M ﹤0.01%
175,204
-20,038
4324
$1.84M ﹤0.01%
89,467
+21,476
4325
$1.83M ﹤0.01%
+38,240
171 172
173
174 175