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
2576
$4.74M ﹤0.01%
157,224
+24,094
2577
$4.73M ﹤0.01%
120,025
-40,617
2578
$4.72M ﹤0.01%
166,769
-17,325
2579
$4.71M ﹤0.01%
+186,386
2580
$4.71M ﹤0.01%
161,116
+4,147
2581
$4.71M ﹤0.01%
133,455
+38,342
2582
$4.7M ﹤0.01%
98,689
-13,368
2583
$4.7M ﹤0.01%
36,169
-8,722
2584
$4.7M ﹤0.01%
196,199
-86,708
2585
$4.7M ﹤0.01%
145,261
+19,048
2586
$4.7M ﹤0.01%
525,922
-449,671
2587
$4.69M ﹤0.01%
67,619
-40,927
2588
$4.69M ﹤0.01%
828,641
-71,793
2589
$4.68M ﹤0.01%
+247,368
2590
$4.66M ﹤0.01%
112,824
-87,112
2591
$4.66M ﹤0.01%
88,387
-4,988
2592
$4.65M ﹤0.01%
75,080
+41,643
2593
$4.64M ﹤0.01%
577,471
+46,366
2594
$4.64M ﹤0.01%
170,174
+161,348
2595
$4.64M ﹤0.01%
70,667
-19,738
2596
$4.64M ﹤0.01%
170,165
-7,362
2597
$4.62M ﹤0.01%
62,786
+44,908
2598
$4.62M ﹤0.01%
157,679
+80,330
2599
$4.61M ﹤0.01%
+77,390
2600
$4.61M ﹤0.01%
374,468
+120,352
102 103
104
105 106