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
7451
– –
-6,927,558
7452
– –
-100
7453
– –
-2,995
7454
– –
-111,434
7455
– –
-348,190
7456
– –
-8,321
7457
– –
-2,256
7458
– –
-422
7459
– –
-49,253
7460
– –
-8,641
7461
– –
-45,025
7462
– –
-2,760,887
7463
– –
-683,526
7464
– –
-556,468
7465
– –
-250
7466
– –
-4,860
7467
– –
-55,591
7468
– –
-3,291,104
7469
– –
-14
7470
– –
-3,174,232
7471
– –
-13,668
7472
– –
-203
7473
– –
-316,313
7474
– –
-994
7475
– –
-71
297 298
299
300 301