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
2901
$3.32M ﹤0.01%
242,822
+114,251
2902
$3.32M ﹤0.01%
143,622
+13,125
2903
$3.32M ﹤0.01%
32,205
+20,046
2904
$3.32M ﹤0.01%
235,640
-47,418
2905
$3.32M ﹤0.01%
67,046
+2,458
2906
$3.3M ﹤0.01%
+99,802
2907
$3.29M ﹤0.01%
+131,690
2908
$3.29M ﹤0.01%
627,075
-60,625
2909
$3.29M ﹤0.01%
114,723
+89,398
2910
$3.29M ﹤0.01%
84,615
-37,847
2911
$3.28M ﹤0.01%
334,626
+694
2912
$3.28M ﹤0.01%
100,476
+44,559
2913
$3.28M ﹤0.01%
55,468
+5,864
2914
$3.28M ﹤0.01%
844,669
+26,303
2915
$3.28M ﹤0.01%
92,442
-28,917
2916
$3.28M ﹤0.01%
69,728
+16,213
2917
$3.27M ﹤0.01%
245,093
+119,524
2918
$3.27M ﹤0.01%
399,167
+34,765
2919
$3.27M ﹤0.01%
234,456
+78,410
2920
$3.27M ﹤0.01%
153,468
-201,408
2921
$3.27M ﹤0.01%
85,476
+396
2922
$3.26M ﹤0.01%
118,768
-976
2923
$3.25M ﹤0.01%
275,085
+3,444
2924
$3.25M ﹤0.01%
256,176
+38,413
2925
$3.25M ﹤0.01%
165,150
-156,861
115 116
117
118 119