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
3126
$2.6M ﹤0.01%
28,601
-4,221
3127
$2.6M ﹤0.01%
152,333
+97,333
3128
$2.59M ﹤0.01%
219,924
+63,675
3129
$2.59M ﹤0.01%
771,465
+1,737
3130
$2.59M ﹤0.01%
227,331
+20,703
3131
$2.59M ﹤0.01%
144,262
-113,900
3132
$2.58M ﹤0.01%
37,591
+14,715
3133
$2.58M ﹤0.01%
75,149
+9,252
3134
$2.57M ﹤0.01%
52,523
+11,583
3135
$2.57M ﹤0.01%
218,924
-70,064
3136
$2.57M ﹤0.01%
201,927
-33,003
3137
$2.57M ﹤0.01%
60,835
-4,923
3138
$2.57M ﹤0.01%
98,732
+38,023
3139
$2.56M ﹤0.01%
+2,281
3140
$2.56M ﹤0.01%
769,510
+605,323
3141
$2.55M ﹤0.01%
+22,244
3142
$2.55M ﹤0.01%
141,426
+111,632
3143
$2.55M ﹤0.01%
+188,036
3144
$2.54M ﹤0.01%
71,461
-5,161
3145
$2.54M ﹤0.01%
18,250
-1,776
3146
$2.54M ﹤0.01%
44,875
+22,677
3147
$2.54M ﹤0.01%
23,107
+7,320
3148
$2.54M ﹤0.01%
60,026
+23,278
3149
$2.53M ﹤0.01%
15,519
+10,691
3150
$2.53M ﹤0.01%
141,815
+31,985
124 125
126
127 128