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 8.9%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4926
$612K ﹤0.01%
13,824
-1,400
4927
$612K ﹤0.01%
53,473
+3,269
4928
$611K ﹤0.01%
18,142
+3,592
4929
$608K ﹤0.01%
50,322
+1,018
4930
$605K ﹤0.01%
299,525
-33,680
4931
$604K ﹤0.01%
69,213
-5,632
4932
$601K ﹤0.01%
98,101
+78,910
4933
$601K ﹤0.01%
73,533
+3,074
4934
$598K ﹤0.01%
13,371
+8,735
4935
$597K ﹤0.01%
132,069
+94,557
4936
$596K ﹤0.01%
96,258
+12,001
4937
$596K ﹤0.01%
664,027
+11,249
4938
$596K ﹤0.01%
444,498
-169,736
4939
$596K ﹤0.01%
133,234
-36,479
4940
$595K ﹤0.01%
118,694
+49,156
4941
$594K ﹤0.01%
633
+131
4942
$594K ﹤0.01%
21,177
-50,868
4943
$593K ﹤0.01%
20,805
+676
4944
$591K ﹤0.01%
14,727
-536
4945
$590K ﹤0.01%
19,653
-1,884
4946
$589K ﹤0.01%
19,405
-5,444
4947
$588K ﹤0.01%
22,523
+3,975
4948
$588K ﹤0.01%
107,874
-22,748
4949
$584K ﹤0.01%
193,264
+29,092
4950
$584K ﹤0.01%
2,918
+2,213
196 197
198
199 200