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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 20.54%
2 Healthcare 10.41%
3 Financials 10.2%
4 Consumer Discretionary 8.92%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7501
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7502
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-1,573,460
7503
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7504
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7505
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7506
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7507
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-68,557
7508
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-82,351
7509
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7510
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7511
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7512
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7513
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7515
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7516
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7517
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7520
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7521
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7522
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7523
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