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
3601
$1.41M ﹤0.01%
89,300
+16,260
3602
$1.41M ﹤0.01%
73,479
-60,821
3603
$1.41M ﹤0.01%
116,295
+2,798
3604
$1.41M ﹤0.01%
132,667
+14,020
3605
$1.41M ﹤0.01%
9,457
+424
3606
$1.41M ﹤0.01%
45,213
+13,494
3607
$1.41M ﹤0.01%
178,773
-294
3608
$1.4M ﹤0.01%
35,510
+2,156
3609
$1.4M ﹤0.01%
226,719
-170,174
3610
$1.4M ﹤0.01%
41,719
+6,267
3611
$1.4M ﹤0.01%
61,221
-132,988
3612
$1.4M ﹤0.01%
23,949
+3,409
3613
$1.4M ﹤0.01%
169,647
-63,141
3614
$1.39M ﹤0.01%
98,578
+1,068
3615
$1.39M ﹤0.01%
88,075
-52,130
3616
$1.39M ﹤0.01%
15,823
-142
3617
$1.39M ﹤0.01%
9,969
-715
3618
$1.38M ﹤0.01%
110,946
+16,796
3619
$1.38M ﹤0.01%
135,119
+9,264
3620
$1.38M ﹤0.01%
20,305
+4,066
3621
$1.38M ﹤0.01%
157,976
+13,318
3622
$1.38M ﹤0.01%
18,487
+12,657
3623
$1.37M ﹤0.01%
+681
3624
$1.37M ﹤0.01%
83,922
-42,802
3625
$1.37M ﹤0.01%
103,694
+11,867
143 144
145
146 147