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
2751
$3.9M ﹤0.01%
178,442
-88,596
2752
$3.89M ﹤0.01%
90,742
+70,666
2753
$3.89M ﹤0.01%
+121,345
2754
$3.88M ﹤0.01%
343,590
-103,264
2755
$3.88M ﹤0.01%
128,880
+64,272
2756
$3.87M ﹤0.01%
192,884
+152,976
2757
$3.87M ﹤0.01%
437,476
+117,964
2758
$3.87M ﹤0.01%
70,093
-8,343
2759
$3.87M ﹤0.01%
62,896
+45,560
2760
$3.87M ﹤0.01%
388,840
-278,512
2761
$3.86M ﹤0.01%
496,937
-215,716
2762
$3.86M ﹤0.01%
137,334
+31,391
2763
$3.85M ﹤0.01%
132,737
-12,527
2764
$3.85M ﹤0.01%
722,245
-413,353
2765
$3.85M ﹤0.01%
75,134
+17,969
2766
$3.84M ﹤0.01%
221,385
2767
$3.84M ﹤0.01%
266,310
-17,858
2768
$3.83M ﹤0.01%
178,960
+57,767
2769
$3.83M ﹤0.01%
77,415
-30,097
2770
$3.83M ﹤0.01%
40,865
-38,890
2771
$3.83M ﹤0.01%
65,254
-70,858
2772
$3.82M ﹤0.01%
134,539
-3,198
2773
$3.82M ﹤0.01%
252,242
-25,336
2774
$3.82M ﹤0.01%
169,024
+96,186
2775
$3.81M ﹤0.01%
146,287
+1,303
109 110
111
112 113