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
3276
$2.14M ﹤0.01%
76,792
-2,176
3277
$2.14M ﹤0.01%
34,011
-6,678
3278
$2.14M ﹤0.01%
26,054
+866
3279
$2.14M ﹤0.01%
57,500
3280
$2.13M ﹤0.01%
44,625
+13,727
3281
$2.13M ﹤0.01%
112,894
+11,455
3282
$2.12M ﹤0.01%
70,302
+12,079
3283
$2.12M ﹤0.01%
108,187
+22,523
3284
$2.12M ﹤0.01%
43,436
-5,890
3285
$2.11M ﹤0.01%
+118,482
3286
$2.1M ﹤0.01%
133,408
+1,618
3287
$2.1M ﹤0.01%
56,370
-801
3288
$2.1M ﹤0.01%
621,734
+512,346
3289
$2.1M ﹤0.01%
31,098
+4,632
3290
$2.09M ﹤0.01%
147,227
+14,133
3291
$2.09M ﹤0.01%
20,941
-3,294
3292
$2.09M ﹤0.01%
34,388
+2,036
3293
$2.09M ﹤0.01%
198,444
-33,766
3294
$2.08M ﹤0.01%
85,110
+47,057
3295
$2.08M ﹤0.01%
44,159
-37,708
3296
$2.08M ﹤0.01%
126,148
-7,900
3297
$2.08M ﹤0.01%
148,575
+10,078
3298
$2.08M ﹤0.01%
45,366
+10,565
3299
$2.07M ﹤0.01%
+45,298
3300
$2.07M ﹤0.01%
182,408
-68,036
130 131
132
133 134