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
3976
$863K ﹤0.01%
6,820
+2,972
3977
$862K ﹤0.01%
24,139
+7,504
3978
$861K ﹤0.01%
+92,403
3979
$861K ﹤0.01%
106,169
-7,710
3980
$861K ﹤0.01%
66,777
+17,007
3981
$859K ﹤0.01%
18,160
+1,207
3982
$857K ﹤0.01%
111,072
+32,221
3983
$854K ﹤0.01%
32,945
-6,536
3984
$854K ﹤0.01%
63,836
+47,067
3985
$854K ﹤0.01%
159,736
+58,324
3986
$853K ﹤0.01%
51
+12
3987
$853K ﹤0.01%
44,193
-258,939
3988
$853K ﹤0.01%
13,880
-3,705
3989
$852K ﹤0.01%
60,769
-5,434
3990
$849K ﹤0.01%
8,983
-3,097
3991
$849K ﹤0.01%
27,584
+6,929
3992
$845K ﹤0.01%
+63,992
3993
$844K ﹤0.01%
4,280
-3,719
3994
$843K ﹤0.01%
68,982
-10,687
3995
$843K ﹤0.01%
15,009
+955
3996
$842K ﹤0.01%
163,121
-7,067
3997
$841K ﹤0.01%
20,914
+11,107
3998
$841K ﹤0.01%
64,789
-18,964
3999
$840K ﹤0.01%
19,867
-13,448
4000
$840K ﹤0.01%
+57,975
158 159
160
161 162