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
2626
$4.51M ﹤0.01%
6,926
+2,387
2627
$4.5M ﹤0.01%
163,425
-17,378
2628
$4.5M ﹤0.01%
117,170
+20,470
2629
$4.49M ﹤0.01%
187,135
-25,903
2630
$4.49M ﹤0.01%
352,482
-37,564
2631
$4.49M ﹤0.01%
100,823
+11,726
2632
$4.49M ﹤0.01%
219,726
+17,791
2633
$4.49M ﹤0.01%
283,852
-50,121
2634
$4.46M ﹤0.01%
53,087
+7,419
2635
$4.45M ﹤0.01%
2,204,990
-94,298
2636
$4.45M ﹤0.01%
282,697
+16,525
2637
$4.45M ﹤0.01%
140,774
-170,185
2638
$4.44M ﹤0.01%
114,221
+96,689
2639
$4.44M ﹤0.01%
108,687
+78,469
2640
$4.44M ﹤0.01%
206,652
-192,066
2641
$4.43M ﹤0.01%
138,557
+6,059
2642
$4.42M ﹤0.01%
344,861
+69,967
2643
$4.42M ﹤0.01%
83,027
+11,066
2644
$4.42M ﹤0.01%
131,054
+54,352
2645
$4.41M ﹤0.01%
160,638
+24,668
2646
$4.41M ﹤0.01%
147,366
+56,217
2647
$4.41M ﹤0.01%
399,171
+85,287
2648
$4.41M ﹤0.01%
158,595
+11,256
2649
$4.4M ﹤0.01%
70,653
+16,885
2650
$4.4M ﹤0.01%
71,327
-34,963
104 105
106
107 108