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
2951
$3.15M ﹤0.01%
180,069
+7,531
2952
$3.15M ﹤0.01%
42,960
+5,732
2953
$3.15M ﹤0.01%
174,843
-197,679
2954
$3.14M ﹤0.01%
298,533
-38,731
2955
$3.13M ﹤0.01%
178,012
+37,951
2956
$3.13M ﹤0.01%
196,343
+24,137
2957
$3.13M ﹤0.01%
86,146
+40,851
2958
$3.12M ﹤0.01%
708,288
-375,011
2959
$3.11M ﹤0.01%
298,379
+173,149
2960
$3.11M ﹤0.01%
96,283
+56,664
2961
$3.11M ﹤0.01%
582,241
+4,158
2962
$3.11M ﹤0.01%
338,642
-20,553
2963
$3.11M ﹤0.01%
48,282
+10,601
2964
$3.1M ﹤0.01%
93,513
-4,791
2965
$3.1M ﹤0.01%
166,693
+10,545
2966
$3.1M ﹤0.01%
285,303
-548,166
2967
$3.09M ﹤0.01%
194,754
+7,665
2968
$3.09M ﹤0.01%
469,997
+444,055
2969
$3.09M ﹤0.01%
250,043
+119,735
2970
$3.09M ﹤0.01%
294,485
+253,232
2971
$3.09M ﹤0.01%
119,570
-123,442
2972
$3.09M ﹤0.01%
87,285
-44,138
2973
$3.09M ﹤0.01%
465,290
-255,255
2974
$3.09M ﹤0.01%
314,891
-523,668
2975
$3.08M ﹤0.01%
57,634
+28,451
117 118
119
120 121