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
3226
$2.31M ﹤0.01%
137,254
+95,198
3227
$2.31M ﹤0.01%
58,118
-905
3228
$2.3M ﹤0.01%
171,599
+20,892
3229
$2.3M ﹤0.01%
108,009
-535,943
3230
$2.29M ﹤0.01%
45,813
-16,146
3231
$2.29M ﹤0.01%
96,345
+17,772
3232
$2.29M ﹤0.01%
127,292
+65,283
3233
$2.29M ﹤0.01%
71,874
-6,566
3234
$2.27M ﹤0.01%
156,981
-36,784
3235
$2.27M ﹤0.01%
190,011
+105,658
3236
$2.27M ﹤0.01%
168,872
+74,893
3237
$2.27M ﹤0.01%
172,780
-32,458
3238
$2.27M ﹤0.01%
47,181
-24,434
3239
$2.26M ﹤0.01%
170,710
-13,568
3240
$2.26M ﹤0.01%
186,604
+38,842
3241
$2.26M ﹤0.01%
287,812
+1,504
3242
$2.25M ﹤0.01%
75,288
-6,224
3243
$2.25M ﹤0.01%
102,704
-18,901
3244
$2.25M ﹤0.01%
169,793
+67,706
3245
$2.24M ﹤0.01%
64,449
+29,941
3246
$2.24M ﹤0.01%
109,660
+13,670
3247
$2.23M ﹤0.01%
88,716
+427
3248
$2.23M ﹤0.01%
47,163
+752
3249
$2.23M ﹤0.01%
59,144
+19,824
3250
$2.23M ﹤0.01%
111,666
+89,316
128 129
130
131 132