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
3901
$956K ﹤0.01%
25,691
+3,841
3902
$956K ﹤0.01%
111,636
+51,684
3903
$955K ﹤0.01%
23,184
+2,012
3904
$951K ﹤0.01%
26,533
+759
3905
$951K ﹤0.01%
+39,172
3906
$949K ﹤0.01%
62,795
-70,797
3907
$948K ﹤0.01%
37,793
+20,803
3908
$947K ﹤0.01%
45,375
-30,848
3909
$947K ﹤0.01%
1,470
+618
3910
$946K ﹤0.01%
156,293
+6,929
3911
$944K ﹤0.01%
45,277
+2,043
3912
$942K ﹤0.01%
89,670
+5,096
3913
$941K ﹤0.01%
200,135
-214,952
3914
$938K ﹤0.01%
133,246
-21,310
3915
$937K ﹤0.01%
32,735
-29,884
3916
$937K ﹤0.01%
110,160
-1,137
3917
$932K ﹤0.01%
36,237
-32,766
3918
$931K ﹤0.01%
46,676
+29,249
3919
$931K ﹤0.01%
59,074
+17,314
3920
$930K ﹤0.01%
36,390
-2,096
3921
$930K ﹤0.01%
23,184
+29
3922
$929K ﹤0.01%
17,143
+1,692
3923
$929K ﹤0.01%
102,639
+54,833
3924
$927K ﹤0.01%
28,421
+19,318
3925
$927K ﹤0.01%
1,076,573
+1,031,896
155 156
157
158 159