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
3101
$2.69M ﹤0.01%
30,468
+7,903
3102
$2.69M ﹤0.01%
32,378
+5,028
3103
$2.67M ﹤0.01%
155,546
-33,977
3104
$2.67M ﹤0.01%
84,099
-78,195
3105
$2.67M ﹤0.01%
135,731
+20,604
3106
$2.67M ﹤0.01%
78
+39
3107
$2.66M ﹤0.01%
107,633
+35,400
3108
$2.66M ﹤0.01%
150,329
+96,455
3109
$2.66M ﹤0.01%
125,291
+111,295
3110
$2.65M ﹤0.01%
207,750
+24,036
3111
$2.64M ﹤0.01%
393,096
+296,764
3112
$2.64M ﹤0.01%
90,397
+12,187
3113
$2.64M ﹤0.01%
147,333
-66,383
3114
$2.63M ﹤0.01%
39,811
+3,763
3115
$2.63M ﹤0.01%
942
+13
3116
$2.63M ﹤0.01%
207,366
+4,090
3117
$2.63M ﹤0.01%
727,957
+241,599
3118
$2.63M ﹤0.01%
290,212
+6,493
3119
$2.62M ﹤0.01%
218,682
+18,383
3120
$2.62M ﹤0.01%
61,263
-83,686
3121
$2.62M ﹤0.01%
4,726
-322
3122
$2.62M ﹤0.01%
30,172
-31,929
3123
$2.61M ﹤0.01%
64,637
-3,742
3124
$2.61M ﹤0.01%
105,551
-8,147
3125
$2.6M ﹤0.01%
93,016
-2,122
123 124
125
126 127