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
2676
$4.27M ﹤0.01%
179,974
+7,268
2677
$4.26M ﹤0.01%
175,220
+53,057
2678
$4.26M ﹤0.01%
170,743
-2,267
2679
$4.25M ﹤0.01%
48,025
-16,592
2680
$4.24M ﹤0.01%
556,259
+527,667
2681
$4.22M ﹤0.01%
18,974
-3,523
2682
$4.22M ﹤0.01%
145,141
+34,561
2683
$4.22M ﹤0.01%
80,880
-10,241
2684
$4.22M ﹤0.01%
416,477
+24,144
2685
$4.21M ﹤0.01%
350,043
-4,431
2686
$4.21M ﹤0.01%
93,425
-892
2687
$4.2M ﹤0.01%
62,294
+48,328
2688
$4.2M ﹤0.01%
182,901
+10,203
2689
$4.2M ﹤0.01%
219,321
+20,075
2690
$4.2M ﹤0.01%
315,210
+297,416
2691
$4.18M ﹤0.01%
61,588
+21,952
2692
$4.17M ﹤0.01%
61,507
+18,391
2693
$4.17M ﹤0.01%
185,359
+45,130
2694
$4.17M ﹤0.01%
99,847
+5,462
2695
$4.17M ﹤0.01%
135,021
+2,849
2696
$4.15M ﹤0.01%
100,820
-69,699
2697
$4.15M ﹤0.01%
203,317
-4,467
2698
$4.15M ﹤0.01%
140,120
-41,003
2699
$4.15M ﹤0.01%
179,494
+36,098
2700
$4.15M ﹤0.01%
+174,239
106 107
108
109 110