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
4026
$809K ﹤0.01%
+32,793
4027
$809K ﹤0.01%
93,914
+13,221
4028
$809K ﹤0.01%
71,388
+8,732
4029
$807K ﹤0.01%
20,482
-9,886
4030
$806K ﹤0.01%
27,122
-123,415
4031
$804K ﹤0.01%
79,724
+68,564
4032
$803K ﹤0.01%
34,772
-4,453
4033
$799K ﹤0.01%
45,910
+34,974
4034
$799K ﹤0.01%
65,295
+10,390
4035
$798K ﹤0.01%
79,218
+21,121
4036
$796K ﹤0.01%
38,171
+7,293
4037
$796K ﹤0.01%
43,107
+18,607
4038
$794K ﹤0.01%
82,341
+50,236
4039
$792K ﹤0.01%
36,932
+26,845
4040
$790K ﹤0.01%
46,653
-11,269
4041
$789K ﹤0.01%
+897,649
4042
$788K ﹤0.01%
34,191
+13,749
4043
$787K ﹤0.01%
70,387
-147,255
4044
$786K ﹤0.01%
61,276
-7,538
4045
$785K ﹤0.01%
28,070
+11,969
4046
$785K ﹤0.01%
51,032
-7,838
4047
$785K ﹤0.01%
156,894
-14,328
4048
$781K ﹤0.01%
28,388
-954
4049
$778K ﹤0.01%
23,630
-1,205
4050
$777K ﹤0.01%
123,394
+63,956
160 161
162
163 164