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
3651
$1.31M ﹤0.01%
443,312
+424,262
3652
$1.3M ﹤0.01%
67,287
+1,927
3653
$1.3M ﹤0.01%
29,530
-8,929
3654
$1.3M ﹤0.01%
258,273
-9,255
3655
$1.3M ﹤0.01%
74,588
+18,732
3656
$1.3M ﹤0.01%
51,636
+32,115
3657
$1.3M ﹤0.01%
127,810
-569,765
3658
$1.29M ﹤0.01%
54,473
+2,753
3659
$1.29M ﹤0.01%
234,250
-110,995
3660
$1.29M ﹤0.01%
111,665
+10,539
3661
$1.29M ﹤0.01%
60,934
+19,853
3662
$1.29M ﹤0.01%
78,060
-9,472
3663
$1.29M ﹤0.01%
773,116
+516,215
3664
$1.29M ﹤0.01%
44,686
-113,583
3665
$1.29M ﹤0.01%
109,974
-301,210
3666
$1.29M ﹤0.01%
51,954
-4,446
3667
$1.28M ﹤0.01%
103,421
+12,701
3668
$1.28M ﹤0.01%
77,689
+49,792
3669
$1.28M ﹤0.01%
208,903
-45,094
3670
$1.28M ﹤0.01%
70,203
-9,324
3671
$1.28M ﹤0.01%
139,337
-381,291
3672
$1.28M ﹤0.01%
32,188
-1,019
3673
$1.27M ﹤0.01%
+38,196
3674
$1.27M ﹤0.01%
88,552
-12,889
3675
$1.27M ﹤0.01%
80,525
+53,517
145 146
147
148 149