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
3826
$1.06M ﹤0.01%
33,080
-5,003
3827
$1.06M ﹤0.01%
19,907
+5,233
3828
$1.06M ﹤0.01%
24,564
+3,670
3829
$1.06M ﹤0.01%
28,616
+4,372
3830
$1.06M ﹤0.01%
79,595
-320,641
3831
$1.06M ﹤0.01%
61,667
+11,704
3832
$1.05M ﹤0.01%
58,357
+23,923
3833
$1.05M ﹤0.01%
53,920
-55,907
3834
$1.05M ﹤0.01%
77,011
+14,164
3835
$1.05M ﹤0.01%
315,870
+64,949
3836
$1.05M ﹤0.01%
86,654
+11,307
3837
$1.05M ﹤0.01%
1,915
+654
3838
$1.05M ﹤0.01%
6,619
-74,993
3839
$1.05M ﹤0.01%
32,439
-11,754
3840
– –
0
3841
$1.04M ﹤0.01%
33,668
-1,905
3842
$1.04M ﹤0.01%
84,750
-153,660
3843
$1.04M ﹤0.01%
24,104
+1,478
3844
$1.04M ﹤0.01%
112,203
+83,105
3845
$1.04M ﹤0.01%
35,248
-267
3846
$1.04M ﹤0.01%
84,703
-109,226
3847
$1.04M ﹤0.01%
139,392
-87,480
3848
$1.04M ﹤0.01%
69,244
-26,972
3849
$1.03M ﹤0.01%
37,977
+8,032
3850
$1.03M ﹤0.01%
33,762
-11,047
152 153
154
155 156