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
3351
$1.9M ﹤0.01%
81,835
-49,996
3352
$1.9M ﹤0.01%
17,244
-5,272
3353
$1.89M ﹤0.01%
18,493
-22,807
3354
$1.89M ﹤0.01%
132,193
+37,251
3355
$1.89M ﹤0.01%
57,696
+27,236
3356
$1.89M ﹤0.01%
1,351,326
-56,597
3357
$1.89M ﹤0.01%
116,350
+55,823
3358
$1.89M ﹤0.01%
75,480
+1,143
3359
$1.89M ﹤0.01%
118,768
-266,692
3360
$1.89M ﹤0.01%
99,380
-13,280
3361
$1.88M ﹤0.01%
117,872
+27,113
3362
$1.88M ﹤0.01%
+106,105
3363
$1.88M ﹤0.01%
39,946
+28,519
3364
$1.88M ﹤0.01%
71,922
+28,886
3365
$1.88M ﹤0.01%
40,392
+458
3366
$1.88M ﹤0.01%
47,642
+12,932
3367
$1.87M ﹤0.01%
111,933
+2,597
3368
$1.87M ﹤0.01%
29,840
+8,862
3369
$1.87M ﹤0.01%
96,743
+68,427
3370
$1.87M ﹤0.01%
70,308
+26,865
3371
$1.86M ﹤0.01%
+73,071
3372
$1.85M ﹤0.01%
91,947
+34,990
3373
$1.85M ﹤0.01%
53,043
-14,514
3374
$1.85M ﹤0.01%
87,044
+4,781
3375
$1.85M ﹤0.01%
69,176
+23,246
133 134
135
136 137