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
$235B
AUM Growth
+$23.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,511
New
Increased
Reduced
Closed

Top Buys

1 +$727M
2 +$720M
3 +$681M
4
HLT icon
Hilton Worldwide
HLT
+$575M
5
WMB icon
Williams Companies
WMB
+$343M

Top Sells

1 +$1.38B
2 +$942M
3 +$888M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$358M

Sector Composition

1 Technology 9.15%
2 Financials 8.94%
3 Healthcare 7.57%
4 Energy 7%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$5.27M ﹤0.01%
193,730
-8,694
2477
$5.24M ﹤0.01%
124,535
+96,401
2478
$5.24M ﹤0.01%
193,193
+18,237
2479
$5.23M ﹤0.01%
194,136
+51,472
2480
$5.23M ﹤0.01%
81,064
-135,555
2481
$5.22M ﹤0.01%
186,142
+93,325
2482
$5.22M ﹤0.01%
695,703
+219,411
2483
$5.22M ﹤0.01%
115,499
-45,922
2484
$5.22M ﹤0.01%
59,299
+43,948
2485
$5.22M ﹤0.01%
232,546
+168,768
2486
$5.22M ﹤0.01%
132,714
+42,415
2487
$5.21M ﹤0.01%
227,175
-46,674
2488
$5.21M ﹤0.01%
1,284,259
+55,228
2489
$5.21M ﹤0.01%
442,051
+27,709
2490
$5.21M ﹤0.01%
217,066
+122,206
2491
$5.21M ﹤0.01%
130,468
-94,671
2492
$5.19M ﹤0.01%
148,033
+108,369
2493
$5.19M ﹤0.01%
259,748
-2,495
2494
$5.19M ﹤0.01%
461,674
+27,622
2495
$5.18M ﹤0.01%
+148,731
2496
$5.18M ﹤0.01%
45,104
+21,562
2497
$5.17M ﹤0.01%
230,826
+12,611
2498
$5.16M ﹤0.01%
105,157
+16,299
2499
$5.15M ﹤0.01%
946,744
-229,010
2500
$5.15M ﹤0.01%
250,619
+22,747