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
3751
$1.16M ﹤0.01%
62,659
+35,718
3752
$1.16M ﹤0.01%
98,703
+11,825
3753
$1.16M ﹤0.01%
61,566
+16,093
3754
$1.15M ﹤0.01%
96,299
+38,748
3755
$1.15M ﹤0.01%
274,336
+232,021
3756
$1.15M ﹤0.01%
469,651
+241,465
3757
$1.15M ﹤0.01%
30,475
+4,418
3758
$1.15M ﹤0.01%
22,413
+13,287
3759
$1.15M ﹤0.01%
65,207
+29,630
3760
$1.15M ﹤0.01%
+669,510
3761
$1.15M ﹤0.01%
181,126
+74,092
3762
$1.15M ﹤0.01%
36,328
-7,890
3763
$1.14M ﹤0.01%
321,437
+23,365
3764
$1.14M ﹤0.01%
+45,778
3765
$1.14M ﹤0.01%
267,770
-185,344
3766
$1.14M ﹤0.01%
66,904
+7,774
3767
$1.14M ﹤0.01%
47,528
+22,326
3768
$1.14M ﹤0.01%
57,042
-175,078
3769
$1.14M ﹤0.01%
38,162
+4,619
3770
$1.14M ﹤0.01%
52,364
+24,410
3771
$1.14M ﹤0.01%
95,260
+60,387
3772
$1.14M ﹤0.01%
63,154
+22,124
3773
$1.14M ﹤0.01%
3,625
-1,916
3774
$1.14M ﹤0.01%
+44,428
3775
$1.14M ﹤0.01%
13,232
+5,289
149 150
151
152 153