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
4351
$1.76M ﹤0.01%
559,443
-98,158
4352
$1.76M ﹤0.01%
678,198
+505,888
4353
$1.75M ﹤0.01%
11,111
-374
4354
$1.75M ﹤0.01%
42,436
+28,956
4355
$1.75M ﹤0.01%
244,186
-40,329
4356
$1.75M ﹤0.01%
47,525
-4,339
4357
$1.74M ﹤0.01%
103,993
+9,280
4358
$1.74M ﹤0.01%
77,765
+743
4359
$1.74M ﹤0.01%
26,185
+502
4360
$1.73M ﹤0.01%
20,390
+2,787
4361
$1.73M ﹤0.01%
198,202
-16,851
4362
$1.73M ﹤0.01%
181,880
-146,480
4363
$1.73M ﹤0.01%
81,720
-251
4364
$1.72M ﹤0.01%
136,700
-44,899
4365
$1.71M ﹤0.01%
87,036
-3,274
4366
$1.71M ﹤0.01%
315,827
+58,510
4367
$1.71M ﹤0.01%
541,354
+45,232
4368
$1.71M ﹤0.01%
256,387
-3,201
4369
$1.71M ﹤0.01%
35,189
+5,251
4370
$1.71M ﹤0.01%
104,261
+5,437
4371
$1.7M ﹤0.01%
38,610
-1,871
4372
$1.7M ﹤0.01%
52,957
-1,719
4373
$1.7M ﹤0.01%
318,117
+213,424
4374
$1.69M ﹤0.01%
343,663
+200,041
4375
$1.69M ﹤0.01%
88,251
-6,430
173 174
175
176 177