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
3451
$1.67M ﹤0.01%
31,635
-15,704
3452
$1.67M ﹤0.01%
456,554
+40,918
3453
$1.67M ﹤0.01%
109,088
-6,734
3454
$1.67M ﹤0.01%
2,628
+1,170
3455
$1.67M ﹤0.01%
268,353
-9,213
3456
$1.67M ﹤0.01%
117,129
-95,484
3457
$1.66M ﹤0.01%
37,057
+5
3458
$1.66M ﹤0.01%
52,813
-226,738
3459
$1.66M ﹤0.01%
236,745
+64,350
3460
$1.65M ﹤0.01%
+108,097
3461
$1.65M ﹤0.01%
59,956
-3,237
3462
$1.65M ﹤0.01%
144,467
-37,604
3463
$1.64M ﹤0.01%
95,723
-21,142
3464
$1.64M ﹤0.01%
+66,626
3465
$1.64M ﹤0.01%
130,976
-46,033
3466
$1.64M ﹤0.01%
161,027
-13,828
3467
$1.64M ﹤0.01%
113,945
-27,494
3468
$1.63M ﹤0.01%
81,092
-1,757
3469
$1.63M ﹤0.01%
166,528
-409,730
3470
$1.63M ﹤0.01%
7,452
+1,232
3471
$1.63M ﹤0.01%
28,318
-7,851
3472
$1.63M ﹤0.01%
113,390
-33,191
3473
$1.63M ﹤0.01%
33,075
+17,064
3474
$1.62M ﹤0.01%
57,540
+9,987
3475
$1.62M ﹤0.01%
45,687
+1,515
137 138
139
140 141