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
3776
$1.14M ﹤0.01%
7,350
-2,962
3777
$1.13M ﹤0.01%
91,773
-27,457
3778
$1.13M ﹤0.01%
37,985
-60,449
3779
$1.13M ﹤0.01%
46,089
+9,376
3780
$1.13M ﹤0.01%
184,397
+8,304
3781
$1.13M ﹤0.01%
87,924
+25,105
3782
$1.13M ﹤0.01%
51,362
-137,217
3783
$1.13M ﹤0.01%
15,174
-141
3784
$1.12M ﹤0.01%
37,967
-15,459
3785
$1.12M ﹤0.01%
49,714
+8,741
3786
$1.12M ﹤0.01%
55,918
-23,515
3787
$1.12M ﹤0.01%
111,387
-152,560
3788
$1.12M ﹤0.01%
23,997
+4,072
3789
$1.12M ﹤0.01%
129,993
+29,472
3790
$1.11M ﹤0.01%
27,803
-1,407
3791
$1.11M ﹤0.01%
159,795
+55,408
3792
$1.11M ﹤0.01%
194,491
-31,077
3793
$1.11M ﹤0.01%
170,662
-122,059
3794
$1.11M ﹤0.01%
146,915
+87,541
3795
$1.11M ﹤0.01%
40,619
-6,490
3796
$1.11M ﹤0.01%
34,608
-2,688
3797
$1.1M ﹤0.01%
122,476
+107,100
3798
$1.1M ﹤0.01%
25,590
-8,657
3799
$1.1M ﹤0.01%
130,862
-164,746
3800
$1.1M ﹤0.01%
47,210
-68,794
150 151
152
153 154