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
3476
$1.62M ﹤0.01%
3,925
-101
3477
$1.62M ﹤0.01%
88,786
-25,546
3478
$1.61M ﹤0.01%
175,158
-5,964
3479
$1.61M ﹤0.01%
51,307
-3,102
3480
$1.6M ﹤0.01%
151,478
+81,584
3481
$1.6M ﹤0.01%
71,848
+11,177
3482
$1.6M ﹤0.01%
126,013
-1,525
3483
$1.6M ﹤0.01%
207,990
-146,637
3484
$1.59M ﹤0.01%
+67,525
3485
$1.59M ﹤0.01%
46,764
+2,210
3486
$1.59M ﹤0.01%
323,609
+93,647
3487
$1.59M ﹤0.01%
131,512
+29,191
3488
$1.59M ﹤0.01%
+59,038
3489
$1.59M ﹤0.01%
56,305
-14,623
3490
$1.59M ﹤0.01%
479,255
-282,591
3491
$1.59M ﹤0.01%
66,184
+21,940
3492
$1.59M ﹤0.01%
36,494
+2,582
3493
$1.58M ﹤0.01%
103,133
-127,354
3494
$1.58M ﹤0.01%
33,014
+3,044
3495
$1.58M ﹤0.01%
72,247
-40,713
3496
$1.58M ﹤0.01%
65,197
+3,288
3497
$1.58M ﹤0.01%
29,363
-5,620
3498
$1.58M ﹤0.01%
49,352
+10,602
3499
$1.57M ﹤0.01%
25,000
-25,014
3500
$1.57M ﹤0.01%
+39,636
138 139
140
141 142