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
5751
$90.6K ﹤0.01%
32,007
+23,040
5752
$90.6K ﹤0.01%
11,139
-11,071
5753
$90.1K ﹤0.01%
5,616
-1,938
5754
$90.1K ﹤0.01%
2,140
+1,291
5755
$89.9K ﹤0.01%
3,591
-2,346
5756
$89.7K ﹤0.01%
21,562
-945
5757
$89.4K ﹤0.01%
12,735
+147
5758
$89.2K ﹤0.01%
22,765
+17,059
5759
$89.1K ﹤0.01%
2,644
-336
5760
$89.1K ﹤0.01%
9,478
-2,464
5761
$89K ﹤0.01%
85,129
+72,042
5762
$88.8K ﹤0.01%
15,000
+13,424
5763
$88.6K ﹤0.01%
1,731
-249
5764
$88.3K ﹤0.01%
4,072
+488
5765
$88.2K ﹤0.01%
2,895
5766
$87.6K ﹤0.01%
61,704
+2,423
5767
$87.5K ﹤0.01%
1,650
-15
5768
$87.1K ﹤0.01%
7,726
-431
5769
$87.1K ﹤0.01%
17,812
-22,411
5770
$86.6K ﹤0.01%
56,240
-33,471
5771
$86.4K ﹤0.01%
1,145
+1,114
5772
$86.2K ﹤0.01%
2,611
-60
5773
$85.2K ﹤0.01%
3,939
-929
5774
$85.2K ﹤0.01%
4,056
-15,012
5775
$84.6K ﹤0.01%
6,002
-14,498
229 230
231
232 233