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
3001
$3.02M ﹤0.01%
78,492
+7,146
3002
$3.02M ﹤0.01%
55,635
+19,456
3003
$3M ﹤0.01%
131,451
+55,413
3004
$3M ﹤0.01%
112,945
+17,416
3005
$2.99M ﹤0.01%
115,147
+58,145
3006
$2.99M ﹤0.01%
190,495
+7,089
3007
$2.99M ﹤0.01%
356,795
-106,700
3008
$2.99M ﹤0.01%
190,497
+129,976
3009
$2.99M ﹤0.01%
51,806
+10,926
3010
$2.98M ﹤0.01%
+132,283
3011
$2.98M ﹤0.01%
168,723
+24,043
3012
$2.98M ﹤0.01%
123,235
-8,550
3013
$2.97M ﹤0.01%
264,647
+229,736
3014
$2.96M ﹤0.01%
244,801
-93,119
3015
$2.96M ﹤0.01%
109,128
+19,616
3016
$2.95M ﹤0.01%
43,978
+6,261
3017
$2.95M ﹤0.01%
109,527
+34,012
3018
$2.94M ﹤0.01%
295,995
-4,335
3019
$2.94M ﹤0.01%
173,848
-44,247
3020
$2.94M ﹤0.01%
139,563
-107,988
3021
$2.94M ﹤0.01%
74,644
+14,293
3022
$2.93M ﹤0.01%
79,927
+27,111
3023
$2.93M ﹤0.01%
61,628
-81,012
3024
$2.92M ﹤0.01%
198,998
-35,914
3025
$2.92M ﹤0.01%
66,303
-1,367
119 120
121
122 123