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
2976
$3.08M ﹤0.01%
353,561
+99,003
2977
$3.07M ﹤0.01%
150,124
+139,458
2978
$3.07M ﹤0.01%
60,245
+27,325
2979
$3.07M ﹤0.01%
76,100
+30,633
2980
$3.07M ﹤0.01%
15,277
-920
2981
$3.07M ﹤0.01%
341,766
+62,670
2982
$3.06M ﹤0.01%
191,651
+93,176
2983
$3.06M ﹤0.01%
91,877
-57,888
2984
$3.06M ﹤0.01%
17
-2
2985
$3.06M ﹤0.01%
183,594
-1,320,831
2986
$3.06M ﹤0.01%
+133,026
2987
$3.06M ﹤0.01%
10,936
+8,377
2988
$3.06M ﹤0.01%
173,749
+108,320
2989
$3.06M ﹤0.01%
190,355
-16,563
2990
$3.06M ﹤0.01%
246,374
+19,618
2991
$3.05M ﹤0.01%
60,833
+4,871
2992
$3.05M ﹤0.01%
97,941
-115,686
2993
$3.05M ﹤0.01%
152,266
+15,725
2994
$3.05M ﹤0.01%
96,944
+6,756
2995
$3.04M ﹤0.01%
263,678
-80,013
2996
$3.04M ﹤0.01%
43,594
-978
2997
$3.03M ﹤0.01%
162,782
-110,075
2998
$3.03M ﹤0.01%
90,706
+37,880
2999
$3.03M ﹤0.01%
99,214
+50,475
3000
$3.03M ﹤0.01%
284,205
-13,708
118 119
120
121 122