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
2651
$4.4M ﹤0.01%
2,237
-886
2652
$4.39M ﹤0.01%
45,233
+2,828
2653
$4.38M ﹤0.01%
305,088
+6,665
2654
$4.38M ﹤0.01%
282,291
-10,693
2655
$4.37M ﹤0.01%
503,763
+17,910
2656
$4.35M ﹤0.01%
701,900
-6,478
2657
$4.35M ﹤0.01%
165,751
+67,463
2658
$4.34M ﹤0.01%
77,145
+23,978
2659
$4.34M ﹤0.01%
97,165
+57,931
2660
$4.34M ﹤0.01%
84,778
+67,406
2661
$4.34M ﹤0.01%
47,644
-24,054
2662
$4.33M ﹤0.01%
480,177
-28,612
2663
$4.33M ﹤0.01%
185,317
-28,538
2664
$4.33M ﹤0.01%
433,938
-41,877
2665
$4.33M ﹤0.01%
75,382
-3,053
2666
$4.32M ﹤0.01%
80,278
-495
2667
$4.31M ﹤0.01%
465,493
+50,547
2668
$4.3M ﹤0.01%
237,945
+22,618
2669
$4.3M ﹤0.01%
832,901
+413,273
2670
$4.3M ﹤0.01%
198,119
+61,173
2671
$4.29M ﹤0.01%
296,658
-252,852
2672
$4.28M ﹤0.01%
129,816
+79,654
2673
$4.28M ﹤0.01%
732,184
-594,561
2674
$4.28M ﹤0.01%
263,106
-249,986
2675
$4.27M ﹤0.01%
768,919
-121,189
105 106
107
108 109