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
2776
$3.81M ﹤0.01%
678,550
-509,613
2777
$3.81M ﹤0.01%
74,068
+16,165
2778
$3.79M ﹤0.01%
98,359
+25,624
2779
$3.79M ﹤0.01%
32,890
+17,111
2780
$3.79M ﹤0.01%
238,701
+40,005
2781
$3.78M ﹤0.01%
+2,926,464
2782
$3.78M ﹤0.01%
133,899
+58,229
2783
$3.78M ﹤0.01%
133,802
-21,251
2784
$3.78M ﹤0.01%
71,971
+29,087
2785
$3.77M ﹤0.01%
148,158
+6,787
2786
$3.77M ﹤0.01%
108,102
-2,731
2787
$3.77M ﹤0.01%
141,984
+2,590
2788
$3.77M ﹤0.01%
88,019
-31,380
2789
$3.77M ﹤0.01%
157,462
+2,138
2790
$3.76M ﹤0.01%
387,424
-101,662
2791
$3.75M ﹤0.01%
99,740
-1,598
2792
$3.75M ﹤0.01%
132,873
+4,080
2793
$3.75M ﹤0.01%
42,577
-4,677
2794
$3.75M ﹤0.01%
76,299
-33,425
2795
$3.75M ﹤0.01%
19,282
-5,332
2796
$3.75M ﹤0.01%
119,521
-23,843
2797
$3.75M ﹤0.01%
190,925
+1,006
2798
$3.75M ﹤0.01%
142,760
-951,320
2799
$3.74M ﹤0.01%
307,157
+22,728
2800
$3.74M ﹤0.01%
188,689
-1,790
110 111
112
113 114