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
3876
$991K ﹤0.01%
6,574
-1,702
3877
$991K ﹤0.01%
3,487
+1,516
3878
$990K ﹤0.01%
35,340
+26,700
3879
$986K ﹤0.01%
157,558
-731,707
3880
$984K ﹤0.01%
33,458
+2,652
3881
$982K ﹤0.01%
28,617
+9,527
3882
$980K ﹤0.01%
32,150
+48
3883
$979K ﹤0.01%
51,947
-20,962
3884
$977K ﹤0.01%
78,649
+48,716
3885
$972K ﹤0.01%
135,201
-8,938
3886
$972K ﹤0.01%
83,244
-15,243
3887
$972K ﹤0.01%
31,931
+15,614
3888
$970K ﹤0.01%
92,721
+44,565
3889
$970K ﹤0.01%
32,877
-1,122
3890
$968K ﹤0.01%
23,526
-14,217
3891
$966K ﹤0.01%
52,794
+16,419
3892
$963K ﹤0.01%
144,642
-30,014
3893
$963K ﹤0.01%
35,580
+19,006
3894
$960K ﹤0.01%
111,969
+56,130
3895
$959K ﹤0.01%
98,068
+14,837
3896
$958K ﹤0.01%
71,511
-134,187
3897
$958K ﹤0.01%
57,097
-11,209
3898
$957K ﹤0.01%
71,386
+3,429
3899
$956K ﹤0.01%
77,472
+23,625
3900
$956K ﹤0.01%
34,959
+22,573
154 155
156
157 158