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
2551
$4.83M ﹤0.01%
13,430
-157
2552
$4.82M ﹤0.01%
390,630
+164,917
2553
$4.82M ﹤0.01%
172,939
+55,638
2554
$4.82M ﹤0.01%
230,819
-232,468
2555
$4.81M ﹤0.01%
524,808
-17,859
2556
$4.81M ﹤0.01%
286,937
-7,512
2557
$4.8M ﹤0.01%
157,639
-28,573
2558
$4.8M ﹤0.01%
237,124
+19,594
2559
$4.8M ﹤0.01%
536,215
-4,831
2560
$4.79M ﹤0.01%
312,051
-28,193
2561
$4.79M ﹤0.01%
400,644
+50,211
2562
$4.78M ﹤0.01%
476,464
+237,985
2563
$4.78M ﹤0.01%
371,085
-61,462
2564
$4.78M ﹤0.01%
173,893
+77,775
2565
$4.78M ﹤0.01%
76,884
+709
2566
$4.77M ﹤0.01%
601,094
+376,524
2567
$4.77M ﹤0.01%
269,697
-496,955
2568
$4.77M ﹤0.01%
92,865
+33,022
2569
$4.76M ﹤0.01%
217,636
-93,676
2570
$4.76M ﹤0.01%
75,996
+13,569
2571
$4.76M ﹤0.01%
91,426
-129,373
2572
$4.75M ﹤0.01%
630,430
+587,600
2573
$4.75M ﹤0.01%
271,266
-8,426
2574
$4.74M ﹤0.01%
177,026
+36,398
2575
$4.74M ﹤0.01%
233,775
-83,136
101 102
103
104 105