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
3951
$890K ﹤0.01%
133,298
-2,348
3952
$888K ﹤0.01%
64,492
-11,390
3953
$887K ﹤0.01%
47,706
+17,800
3954
$887K ﹤0.01%
108,907
+78,529
3955
$887K ﹤0.01%
78,401
-11,393
3956
$886K ﹤0.01%
36,286
-51,475
3957
$886K ﹤0.01%
76,337
-3,971
3958
$882K ﹤0.01%
27,531
-978
3959
$882K ﹤0.01%
19,331
+6,987
3960
$882K ﹤0.01%
23,012
+12,652
3961
$880K ﹤0.01%
22,449
-26,932
3962
$879K ﹤0.01%
10,858
+5,785
3963
$877K ﹤0.01%
88,865
+39,601
3964
$877K ﹤0.01%
47,319
+9,255
3965
$875K ﹤0.01%
15,032
-2,521
3966
$874K ﹤0.01%
192,828
+34,373
3967
$872K ﹤0.01%
69,668
+1,921
3968
$872K ﹤0.01%
25,200
+3,118
3969
$870K ﹤0.01%
125,775
+103,733
3970
$869K ﹤0.01%
91,090
+13,711
3971
$868K ﹤0.01%
58,044
+2,831
3972
$868K ﹤0.01%
119,461
-154,865
3973
$866K ﹤0.01%
84,523
-38,970
3974
$865K ﹤0.01%
24,539
+5,858
3975
$864K ﹤0.01%
434
157 158
159
160 161