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
3151
$2.52M ﹤0.01%
297,445
-11,835
3152
$2.52M ﹤0.01%
98,699
+47,644
3153
$2.52M ﹤0.01%
176,433
+80,315
3154
$2.51M ﹤0.01%
478,538
-171,423
3155
$2.5M ﹤0.01%
47,407
-9,562
3156
$2.5M ﹤0.01%
281,010
-187,930
3157
$2.5M ﹤0.01%
418,101
-889,447
3158
$2.5M ﹤0.01%
302,645
+169,983
3159
$2.5M ﹤0.01%
219,336
+57,669
3160
$2.49M ﹤0.01%
209,282
-7,660
3161
$2.49M ﹤0.01%
+131,641
3162
$2.49M ﹤0.01%
96,470
+62,211
3163
$2.49M ﹤0.01%
+137,308
3164
$2.49M ﹤0.01%
42,739
+33,917
3165
$2.48M ﹤0.01%
274,652
-47,207
3166
$2.48M ﹤0.01%
209,643
+62,824
3167
$2.48M ﹤0.01%
333,647
+109,459
3168
$2.47M ﹤0.01%
52,808
+38,695
3169
$2.47M ﹤0.01%
82,979
+41,643
3170
$2.46M ﹤0.01%
158,202
+35,163
3171
$2.46M ﹤0.01%
395,577
-18,328
3172
$2.46M ﹤0.01%
48,757
-9,528
3173
$2.46M ﹤0.01%
37,196
+4,069
3174
$2.46M ﹤0.01%
80,390
-482,642
3175
$2.46M ﹤0.01%
287,752
+77,567
125 126
127
128 129