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
4051
$777K ﹤0.01%
59,204
+40,048
4052
$776K ﹤0.01%
25,448
-374
4053
$774K ﹤0.01%
62,294
-29,611
4054
$773K ﹤0.01%
18,329
-6,410
4055
$769K ﹤0.01%
9,780
+2,813
4056
$767K ﹤0.01%
46,770
-6,320
4057
$766K ﹤0.01%
13,606
-3,257
4058
$766K ﹤0.01%
59,354
-2,223
4059
$765K ﹤0.01%
10,454
-14,976
4060
$763K ﹤0.01%
44,309
-161,230
4061
$760K ﹤0.01%
7,687
-17,540
4062
$760K ﹤0.01%
237,041
+56,696
4063
$760K ﹤0.01%
43,394
-11,207
4064
$760K ﹤0.01%
27,741
+18,832
4065
$759K ﹤0.01%
64,180
-11,324
4066
$758K ﹤0.01%
22,139
+1,256
4067
$758K ﹤0.01%
21,819
-4,646
4068
$758K ﹤0.01%
44,282
-87
4069
$758K ﹤0.01%
+53,654
4070
$757K ﹤0.01%
27,121
+2,375
4071
$757K ﹤0.01%
11,707
+4,733
4072
$756K ﹤0.01%
65,734
+24,566
4073
$756K ﹤0.01%
38,282
-8,319
4074
$756K ﹤0.01%
23,570
-226
4075
$756K ﹤0.01%
213,053
-55,834
161 162
163
164 165