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
2501
$5.13M ﹤0.01%
261,420
-70,284
2502
$5.13M ﹤0.01%
+129,250
2503
$5.12M ﹤0.01%
315,612
-4,877
2504
$5.1M ﹤0.01%
173,104
+103,132
2505
$5.1M ﹤0.01%
100,511
+11,831
2506
$5.1M ﹤0.01%
346,627
-1,174,081
2507
$5.09M ﹤0.01%
296,188
+69,922
2508
$5.09M ﹤0.01%
168,409
-344,276
2509
$5.08M ﹤0.01%
292,396
+6,037
2510
$5.08M ﹤0.01%
46,763
+3,917
2511
$5.07M ﹤0.01%
402,007
+65,736
2512
$5.07M ﹤0.01%
181,400
-764
2513
$5.07M ﹤0.01%
514,437
-94,128
2514
$5.07M ﹤0.01%
95,413
-2,799
2515
$5.06M ﹤0.01%
218,372
-295,788
2516
$5.06M ﹤0.01%
41,862
-17,786
2517
$5.05M ﹤0.01%
178,067
-938
2518
$5.05M ﹤0.01%
117,772
-79,297
2519
$5.05M ﹤0.01%
359,111
-103,890
2520
$5.04M ﹤0.01%
316,059
-101,125
2521
$5.02M ﹤0.01%
194,821
-43,199
2522
$5.02M ﹤0.01%
411,806
-17,742
2523
$5.01M ﹤0.01%
56,576
-1,821
2524
$5.01M ﹤0.01%
188,752
+124,551
2525
$5M ﹤0.01%
93,674
+39,670
99 100
101
102 103