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
3551
$1.49M ﹤0.01%
82,258
-16,368
3552
$1.49M ﹤0.01%
169,530
-225,554
3553
$1.48M ﹤0.01%
43,669
+35,295
3554
$1.48M ﹤0.01%
93,912
+54,746
3555
$1.48M ﹤0.01%
57,456
-4,164
3556
$1.48M ﹤0.01%
180,097
+2,096
3557
$1.47M ﹤0.01%
77,999
-9,342
3558
$1.47M ﹤0.01%
58,228
-27,503
3559
$1.47M ﹤0.01%
159,975
+1,883
3560
$1.47M ﹤0.01%
152,487
+1,119
3561
$1.47M ﹤0.01%
17,273
+5,432
3562
$1.47M ﹤0.01%
54,103
+8,900
3563
$1.47M ﹤0.01%
39,429
+10,398
3564
$1.47M ﹤0.01%
91,505
-63,053
3565
$1.46M ﹤0.01%
488,968
+28,613
3566
$1.46M ﹤0.01%
+92,754
3567
$1.46M ﹤0.01%
49,302
+12,538
3568
$1.46M ﹤0.01%
19,023
+11,935
3569
$1.46M ﹤0.01%
+147,260
3570
$1.45M ﹤0.01%
92,007
+59
3571
$1.45M ﹤0.01%
37,787
+7,143
3572
$1.45M ﹤0.01%
30,311
+2,168
3573
$1.45M ﹤0.01%
3,166
-186
3574
$1.45M ﹤0.01%
126,287
+61,309
3575
$1.45M ﹤0.01%
208,066
-87,901
141 142
143
144 145