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
3176
$2.45M ﹤0.01%
59,649
-7,658
3177
$2.45M ﹤0.01%
326,869
-29,470
3178
$2.45M ﹤0.01%
283,317
+29,072
3179
$2.45M ﹤0.01%
156,497
+8,684
3180
$2.45M ﹤0.01%
336,965
+17,122
3181
$2.45M ﹤0.01%
96,680
+4,098
3182
$2.45M ﹤0.01%
67,497
+15,438
3183
$2.44M ﹤0.01%
341,866
-88,744
3184
$2.44M ﹤0.01%
123,681
-106,693
3185
$2.43M ﹤0.01%
89,862
+50,347
3186
$2.42M ﹤0.01%
90,413
-17,212
3187
$2.42M ﹤0.01%
95,500
+1,500
3188
$2.42M ﹤0.01%
477,955
+301,885
3189
$2.42M ﹤0.01%
214,152
+21,016
3190
$2.42M ﹤0.01%
59,716
+4,661
3191
$2.42M ﹤0.01%
66,595
+45,749
3192
$2.41M ﹤0.01%
96,528
-72,778
3193
$2.41M ﹤0.01%
485,417
+213,769
3194
$2.41M ﹤0.01%
82,914
+66,647
3195
$2.4M ﹤0.01%
92,129
-2,375
3196
$2.4M ﹤0.01%
30,232
+7,564
3197
$2.39M ﹤0.01%
295,685
-26,687
3198
$2.39M ﹤0.01%
67,447
+26,294
3199
$2.38M ﹤0.01%
55,263
-3,409
3200
$2.37M ﹤0.01%
64,847
-132,801
126 127
128
129 130