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
2601
$4.6M ﹤0.01%
191,722
+27,919
2602
$4.6M ﹤0.01%
143,856
+28,448
2603
$4.58M ﹤0.01%
8,366
+6,576
2604
$4.57M ﹤0.01%
68,808
-21,617
2605
$4.57M ﹤0.01%
256,860
-12,630
2606
$4.57M ﹤0.01%
411,034
-108,029
2607
$4.57M ﹤0.01%
97,393
+45,401
2608
$4.56M ﹤0.01%
90,952
-56,319
2609
$4.56M ﹤0.01%
+14,878
2610
$4.56M ﹤0.01%
377,434
+14,394
2611
$4.55M ﹤0.01%
168,924
+29,703
2612
$4.55M ﹤0.01%
131,953
+101,769
2613
$4.55M ﹤0.01%
241,990
+40,557
2614
$4.54M ﹤0.01%
98,923
+45,665
2615
$4.54M ﹤0.01%
70,639
+61,790
2616
$4.54M ﹤0.01%
879,668
+403,034
2617
$4.53M ﹤0.01%
101,206
+2,574
2618
$4.53M ﹤0.01%
127,826
+4,685
2619
$4.53M ﹤0.01%
60,859
-15,901
2620
$4.53M ﹤0.01%
51,107
+28,817
2621
$4.52M ﹤0.01%
186,283
+155,504
2622
$4.52M ﹤0.01%
123,930
+3,524
2623
$4.52M ﹤0.01%
1,162,131
-82,210
2624
$4.52M ﹤0.01%
450,986
-62,679
2625
$4.51M ﹤0.01%
158,412
+20,393
103 104
105
106 107