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
3051
$2.84M ﹤0.01%
205,588
-5,995
3052
$2.84M ﹤0.01%
82,064
+17,666
3053
$2.82M ﹤0.01%
76,735
+67,356
3054
$2.82M ﹤0.01%
152,712
+120,027
3055
$2.82M ﹤0.01%
162,041
+63,066
3056
$2.81M ﹤0.01%
1,036
+179
3057
$2.81M ﹤0.01%
62,282
+9,423
3058
$2.81M ﹤0.01%
27,504
+16,306
3059
$2.81M ﹤0.01%
318,312
+301,703
3060
$2.8M ﹤0.01%
126,768
-26,460
3061
$2.8M ﹤0.01%
276,547
-56,269
3062
$2.79M ﹤0.01%
237,034
-15,091
3063
$2.79M ﹤0.01%
135,189
-15,967
3064
$2.79M ﹤0.01%
61,320
-3,516
3065
$2.79M ﹤0.01%
62,664
+4,529
3066
$2.78M ﹤0.01%
84,839
+18,949
3067
$2.78M ﹤0.01%
4,614
-773
3068
$2.78M ﹤0.01%
63,487
+13,070
3069
$2.78M ﹤0.01%
148,566
+24,913
3070
$2.78M ﹤0.01%
90,961
+23,929
3071
$2.78M ﹤0.01%
81,156
+48,187
3072
$2.77M ﹤0.01%
90,374
+15,381
3073
$2.77M ﹤0.01%
+53,169
3074
$2.77M ﹤0.01%
221,245
-72,263
3075
$2.77M ﹤0.01%
144,238
-33,059
121 122
123
124 125