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
5526
$150K ﹤0.01%
+2,214
5527
$150K ﹤0.01%
29,315
-33,448
5528
$149K ﹤0.01%
14,164
-2,321
5529
$149K ﹤0.01%
45,500
+35,500
5530
$148K ﹤0.01%
13,535
+377
5531
$148K ﹤0.01%
8,001
-851
5532
$148K ﹤0.01%
26,941
+16,644
5533
$148K ﹤0.01%
2,755
-647
5534
$147K ﹤0.01%
4,865
-2,826
5535
$146K ﹤0.01%
4,771
+2,000
5536
$146K ﹤0.01%
42,688
-10,444
5537
$146K ﹤0.01%
11,185
-335
5538
$146K ﹤0.01%
4,492
5539
$145K ﹤0.01%
52,311
+38,652
5540
$145K ﹤0.01%
210,325
-7,880
5541
$145K ﹤0.01%
6,466
-2,000
5542
$144K ﹤0.01%
7,356
-1,328
5543
$144K ﹤0.01%
7,951
-1,671
5544
$144K ﹤0.01%
46,830
+6,326
5545
$144K ﹤0.01%
1,050
-6
5546
$144K ﹤0.01%
6,300
-225
5547
$144K ﹤0.01%
11,628
-472
5548
$144K ﹤0.01%
1,842
+1,194
5549
$144K ﹤0.01%
14,670
-220
5550
$143K ﹤0.01%
55,363
+7,256
220 221
222
223 224