Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
4101
$742K ﹤0.01%
+61,575
4102
$742K ﹤0.01%
46,599
+18,207
4103
$741K ﹤0.01%
73,791
+47,054
4104
$737K ﹤0.01%
669
-7,457
4105
$736K ﹤0.01%
+48,644
4106
$736K ﹤0.01%
36,555
-4,561
4107
$736K ﹤0.01%
128,562
-14,851
4108
$735K ﹤0.01%
33,942
-10,366
4109
$733K ﹤0.01%
25,150
+455
4110
$730K ﹤0.01%
10,390
-10,904
4111
$727K ﹤0.01%
24,182
-3,550
4112
$726K ﹤0.01%
309,122
-4,209
4113
$726K ﹤0.01%
+33,789
4114
$726K ﹤0.01%
129,233
-135,217
4115
$726K ﹤0.01%
90,092
-19,038
4116
$724K ﹤0.01%
48,157
+17,498
4117
$724K ﹤0.01%
68,835
-12,877
4118
$724K ﹤0.01%
17,979
+2,764
4119
$723K ﹤0.01%
42,133
+6,134
4120
$723K ﹤0.01%
133,772
-39,529
4121
$721K ﹤0.01%
18,449
+3,465
4122
$720K ﹤0.01%
39,906
+20,967
4123
$719K ﹤0.01%
34,526
-5,532
4124
$719K ﹤0.01%
12,416
4125
$718K ﹤0.01%
28,577
-268,363
163 164
165
166 167