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
2701
$4.15M ﹤0.01%
513,713
-1,637
2702
$4.14M ﹤0.01%
262,258
+24,390
2703
$4.14M ﹤0.01%
1,327,813
-815,562
2704
$4.14M ﹤0.01%
353,539
-214,924
2705
$4.14M ﹤0.01%
159,284
-54,914
2706
$4.14M ﹤0.01%
191,252
+170,183
2707
$4.12M ﹤0.01%
321,393
+191,258
2708
$4.12M ﹤0.01%
172,189
-230,620
2709
$4.11M ﹤0.01%
+11,044
2710
$4.1M ﹤0.01%
71,093
+39,314
2711
$4.1M ﹤0.01%
151,102
+32,388
2712
$4.09M ﹤0.01%
1,463
-26
2713
$4.09M ﹤0.01%
89,925
+941
2714
$4.09M ﹤0.01%
76,846
+6,392
2715
$4.08M ﹤0.01%
56,359
-69,265
2716
$4.08M ﹤0.01%
669,233
-13,137
2717
$4.07M ﹤0.01%
159,548
+14,975
2718
$4.06M ﹤0.01%
101,930
-43,831
2719
$4.05M ﹤0.01%
106,219
-65,492
2720
$4.05M ﹤0.01%
103,412
-12,701
2721
$4.05M ﹤0.01%
30,100
+25,795
2722
$4.05M ﹤0.01%
533,012
+458,179
2723
$4.05M ﹤0.01%
178,640
+162,565
2724
$4.05M ﹤0.01%
101,905
+18,129
2725
$4.04M ﹤0.01%
618,934
-46,910
107 108
109
110 111