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
3626
$1.37M ﹤0.01%
99,212
+28,643
3627
$1.37M ﹤0.01%
74,100
+23,997
3628
$1.37M ﹤0.01%
54,895
-22,921
3629
$1.37M ﹤0.01%
461
-130
3630
$1.37M ﹤0.01%
106,610
+25,972
3631
$1.36M ﹤0.01%
74,448
+2,947
3632
$1.36M ﹤0.01%
+62,110
3633
$1.36M ﹤0.01%
59,227
-1,611
3634
$1.36M ﹤0.01%
75,540
+17,186
3635
$1.36M ﹤0.01%
+53,930
3636
$1.36M ﹤0.01%
18,865
-10,192
3637
$1.35M ﹤0.01%
+62,141
3638
$1.35M ﹤0.01%
33,359
-5,280
3639
$1.35M ﹤0.01%
70,394
+8,568
3640
$1.35M ﹤0.01%
8,321
-3,003
3641
$1.35M ﹤0.01%
70,613
-3,307
3642
$1.34M ﹤0.01%
58,019
+32,731
3643
$1.33M ﹤0.01%
24,039
+56
3644
$1.32M ﹤0.01%
89,015
+34,966
3645
$1.32M ﹤0.01%
58,931
-17,506
3646
$1.32M ﹤0.01%
113,128
+79,658
3647
$1.32M ﹤0.01%
32,072
-8,226
3648
$1.31M ﹤0.01%
134,424
-120,580
3649
$1.31M ﹤0.01%
16,765
-30,212
3650
$1.31M ﹤0.01%
+70,494
144 145
146
147 148