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
3851
$1.03M ﹤0.01%
36,924
+23,334
3852
$1.03M ﹤0.01%
109,908
-10,896
3853
$1.03M ﹤0.01%
19,594
+938
3854
$1.03M ﹤0.01%
41,203
+10,047
3855
$1.03M ﹤0.01%
86,257
-15,395
3856
$1.02M ﹤0.01%
49,151
+24,513
3857
$1.02M ﹤0.01%
51,576
+3,953
3858
$1.02M ﹤0.01%
40,109
-1,169
3859
$1.02M ﹤0.01%
90,706
-17,184
3860
$1.02M ﹤0.01%
129,759
+12,355
3861
$1.02M ﹤0.01%
34,987
+13,832
3862
$1.02M ﹤0.01%
76,301
-3,355
3863
$1.02M ﹤0.01%
+58,479
3864
$1.01M ﹤0.01%
179,264
+117,088
3865
$1.01M ﹤0.01%
20,912
+3,678
3866
$1.01M ﹤0.01%
17,183
+3,408
3867
$1.01M ﹤0.01%
63,022
+19,857
3868
$1M ﹤0.01%
18,066
-124
3869
$1M ﹤0.01%
+38,255
3870
$1M ﹤0.01%
25,352
+1,300
3871
$1M ﹤0.01%
43,854
+10,170
3872
$1M ﹤0.01%
20,603
-1,678
3873
$998K ﹤0.01%
179,661
+23,513
3874
$993K ﹤0.01%
39,814
+2,441
3875
$992K ﹤0.01%
+22,469
153 154
155
156 157