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
4376
$1.69M ﹤0.01%
89,598
-7,481
4377
$1.69M ﹤0.01%
323,175
+70,731
4378
$1.69M ﹤0.01%
56,491
-6,951
4379
$1.68M ﹤0.01%
140,564
-103,148
4380
$1.68M ﹤0.01%
161,667
-2,738
4381
$1.67M ﹤0.01%
20,675
+20,600
4382
$1.67M ﹤0.01%
163,188
-11,912
4383
$1.67M ﹤0.01%
149,915
-83,893
4384
$1.66M ﹤0.01%
271,922
+22,955
4385
$1.66M ﹤0.01%
249,115
-71,913
4386
$1.66M ﹤0.01%
36,551
+4,399
4387
$1.66M ﹤0.01%
39,129
-196
4388
$1.65M ﹤0.01%
135,937
+6,671
4389
$1.65M ﹤0.01%
184,268
-11,932
4390
$1.65M ﹤0.01%
353,277
-90,478
4391
$1.64M ﹤0.01%
84,709
-89,420
4392
$1.64M ﹤0.01%
81,555
+5,135
4393
$1.64M ﹤0.01%
156,786
-375
4394
$1.63M ﹤0.01%
67,351
+44,572
4395
$1.63M ﹤0.01%
99,201
+25,210
4396
$1.63M ﹤0.01%
94,003
+6,280
4397
$1.63M ﹤0.01%
275,592
+6,722
4398
$1.62M ﹤0.01%
224,799
-9,631
4399
$1.62M ﹤0.01%
240,839
-146,439
4400
$1.62M ﹤0.01%
171,920
-564
174 175
176
177 178