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
3326
$1.97M ﹤0.01%
156,478
+16,519
3327
$1.97M ﹤0.01%
116,213
+4,872
3328
$1.97M ﹤0.01%
208,958
-41,490
3329
$1.97M ﹤0.01%
74,641
-5,421
3330
$1.97M ﹤0.01%
222,433
-38,025
3331
$1.96M ﹤0.01%
174,418
+69,466
3332
$1.96M ﹤0.01%
167,764
+7,307
3333
$1.96M ﹤0.01%
61,890
+44,892
3334
$1.95M ﹤0.01%
94,949
+70,914
3335
$1.95M ﹤0.01%
267,493
+52,598
3336
$1.95M ﹤0.01%
152,070
+11,923
3337
$1.95M ﹤0.01%
193,980
-14,426
3338
$1.94M ﹤0.01%
263,411
-55,003
3339
$1.94M ﹤0.01%
308,034
-291,801
3340
$1.94M ﹤0.01%
81,474
+11,861
3341
$1.93M ﹤0.01%
167,131
+129,376
3342
$1.93M ﹤0.01%
401,795
+81,300
3343
$1.92M ﹤0.01%
71,809
-69,075
3344
$1.92M ﹤0.01%
21,617
+8,968
3345
$1.92M ﹤0.01%
112,460
+1,855
3346
$1.92M ﹤0.01%
50,369
-13,420
3347
$1.91M ﹤0.01%
91,721
+34,835
3348
$1.9M ﹤0.01%
33,709
+13,205
3349
$1.9M ﹤0.01%
896,132
+739,384
3350
$1.9M ﹤0.01%
96,738
+69,522
132 133
134
135 136