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
3726
$1.19M ﹤0.01%
59,147
+39,875
3727
$1.19M ﹤0.01%
115,084
+69,520
3728
$1.19M ﹤0.01%
112,739
+3,573
3729
$1.18M ﹤0.01%
38,291
+4,326
3730
$1.18M ﹤0.01%
74,368
-650
3731
$1.18M ﹤0.01%
34,002
+25,048
3732
$1.18M ﹤0.01%
66,931
-5,196
3733
$1.18M ﹤0.01%
90,524
-11,792
3734
$1.18M ﹤0.01%
97,151
-34,849
3735
$1.17M ﹤0.01%
16,567
+7,314
3736
$1.17M ﹤0.01%
79,341
+1,004
3737
$1.17M ﹤0.01%
124,372
+38,116
3738
$1.17M ﹤0.01%
98,675
+3,780
3739
$1.17M ﹤0.01%
64,530
-9,131
3740
$1.17M ﹤0.01%
101,818
-9,359
3741
$1.17M ﹤0.01%
74,104
+4,532
3742
$1.17M ﹤0.01%
56,544
+21,867
3743
$1.17M ﹤0.01%
39,203
+14,448
3744
$1.17M ﹤0.01%
77,104
+58,246
3745
$1.17M ﹤0.01%
116,731
+39,854
3746
$1.17M ﹤0.01%
14,472
-4,559
3747
$1.16M ﹤0.01%
57,064
-282,756
3748
$1.16M ﹤0.01%
84,945
-2,555
3749
$1.16M ﹤0.01%
86,928
+72,778
3750
$1.16M ﹤0.01%
99,349
+8,759
148 149
150
151 152