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
3201
$2.37M ﹤0.01%
204,181
-38,145
3202
$2.37M ﹤0.01%
346,779
-666,737
3203
$2.36M ﹤0.01%
383,326
+2,240
3204
$2.36M ﹤0.01%
203,206
-12,615
3205
$2.36M ﹤0.01%
73,950
-935,737
3206
$2.35M ﹤0.01%
23,790
+11,460
3207
$2.35M ﹤0.01%
40,478
+6,225
3208
$2.35M ﹤0.01%
+12,832
3209
$2.35M ﹤0.01%
72,982
-29,919
3210
$2.35M ﹤0.01%
207,850
+71,263
3211
$2.34M ﹤0.01%
72,669
-58,077
3212
$2.34M ﹤0.01%
88,840
-23,561
3213
$2.34M ﹤0.01%
111,573
+15,887
3214
$2.34M ﹤0.01%
26,735
+16,234
3215
$2.34M ﹤0.01%
318,599
+59,410
3216
$2.34M ﹤0.01%
516,057
+223,441
3217
$2.33M ﹤0.01%
121,067
+18,494
3218
$2.33M ﹤0.01%
81,856
+36,372
3219
$2.33M ﹤0.01%
75,502
+36,403
3220
$2.33M ﹤0.01%
119,971
-78,893
3221
$2.33M ﹤0.01%
34,686
-559
3222
$2.33M ﹤0.01%
45,953
+36,452
3223
$2.32M ﹤0.01%
98,297
-326,180
3224
$2.32M ﹤0.01%
+145,292
3225
$2.31M ﹤0.01%
+259,857
127 128
129
130 131