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
3926
$926K ﹤0.01%
17,174
+9,740
3927
$926K ﹤0.01%
69,288
-11,978
3928
$926K ﹤0.01%
78,181
-14,240
3929
$925K ﹤0.01%
75,960
+3,931
3930
$922K ﹤0.01%
53,989
-8,406
3931
$922K ﹤0.01%
293,661
-127,936
3932
$922K ﹤0.01%
22,872
+1,424
3933
$918K ﹤0.01%
70,118
-34,359
3934
$917K ﹤0.01%
67,973
+6,504
3935
$916K ﹤0.01%
25,501
-10,708
3936
$913K ﹤0.01%
50,781
-9,894
3937
$911K ﹤0.01%
66,205
-20,415
3938
$910K ﹤0.01%
46,141
+14,995
3939
$909K ﹤0.01%
36,711
+934
3940
$908K ﹤0.01%
22,685
-3,414
3941
$908K ﹤0.01%
159,390
-174,818
3942
$907K ﹤0.01%
26,320
+12,600
3943
$904K ﹤0.01%
63,514
-2,361
3944
$900K ﹤0.01%
30,082
+2,240
3945
$899K ﹤0.01%
4,539
-870
3946
$893K ﹤0.01%
41,509
+3,972
3947
$892K ﹤0.01%
30,933
+22,096
3948
$892K ﹤0.01%
27,771
+4,262
3949
$891K ﹤0.01%
140,820
+4,989
3950
$891K ﹤0.01%
+43,285
156 157
158
159 160