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
2826
$3.65M ﹤0.01%
116,153
+15,963
2827
$3.65M ﹤0.01%
164,515
+14,687
2828
$3.65M ﹤0.01%
436,613
+133,669
2829
$3.63M ﹤0.01%
102,636
+4,571
2830
$3.63M ﹤0.01%
204,942
+139,437
2831
$3.62M ﹤0.01%
115,793
+63,635
2832
$3.62M ﹤0.01%
12,711
+6,081
2833
$3.61M ﹤0.01%
203,784
+190,824
2834
$3.61M ﹤0.01%
147,221
+4,284
2835
$3.6M ﹤0.01%
213,549
-13,520
2836
$3.6M ﹤0.01%
287,940
+81,912
2837
$3.6M ﹤0.01%
268,361
+49,857
2838
$3.6M ﹤0.01%
146,661
+74,820
2839
$3.6M ﹤0.01%
86,189
-5,053
2840
$3.59M ﹤0.01%
108,439
-45,734
2841
$3.59M ﹤0.01%
153,994
+1,999
2842
$3.58M ﹤0.01%
57,580
-27,255
2843
$3.58M ﹤0.01%
44,939
-32,494
2844
$3.58M ﹤0.01%
153,439
+77,846
2845
$3.57M ﹤0.01%
199,716
+27,602
2846
$3.56M ﹤0.01%
295,238
-10,740
2847
$3.56M ﹤0.01%
128,632
-10,301
2848
$3.56M ﹤0.01%
68,899
-12,516
2849
$3.55M ﹤0.01%
141,126
-12,142
2850
$3.55M ﹤0.01%
91,799
+55,066
112 113
114
115 116