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
3426
$1.72M ﹤0.01%
262,496
-27,402
3427
$1.72M ﹤0.01%
86,875
+66,556
3428
$1.72M ﹤0.01%
29,742
+1,090
3429
$1.72M ﹤0.01%
40,676
+4,080
3430
$1.71M ﹤0.01%
177,978
+52,350
3431
$1.71M ﹤0.01%
132,329
+6,973
3432
$1.71M ﹤0.01%
60,341
+17,649
3433
$1.71M ﹤0.01%
10,373
-20,649
3434
$1.71M ﹤0.01%
67,246
-19,568
3435
$1.71M ﹤0.01%
54,851
-6,810
3436
$1.71M ﹤0.01%
363,138
+176,608
3437
$1.7M ﹤0.01%
121,310
-25,760
3438
$1.7M ﹤0.01%
105,196
+15,143
3439
$1.7M ﹤0.01%
138,930
+36,720
3440
$1.7M ﹤0.01%
162,541
+45,811
3441
$1.7M ﹤0.01%
59,753
+155
3442
$1.69M ﹤0.01%
18,224
-30,871
3443
$1.69M ﹤0.01%
219,473
-56,478
3444
$1.68M ﹤0.01%
16,817
+1,478
3445
$1.68M ﹤0.01%
+48,486
3446
$1.68M ﹤0.01%
43,121
+6,011
3447
$1.68M ﹤0.01%
72,325
-11,330
3448
$1.68M ﹤0.01%
20,713
+16,944
3449
$1.68M ﹤0.01%
66,825
+27,270
3450
$1.68M ﹤0.01%
266,362
+17,856
136 137
138
139 140