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
4126
$718K ﹤0.01%
32,012
+3,545
4127
$718K ﹤0.01%
46,098
+35,253
4128
$716K ﹤0.01%
49,865
-1,231
4129
$715K ﹤0.01%
8,215
-1,975
4130
$715K ﹤0.01%
51,354
-2,105
4131
$714K ﹤0.01%
14,612
-9,293
4132
$714K ﹤0.01%
38,901
+2,659
4133
$714K ﹤0.01%
108,369
-1,022
4134
$713K ﹤0.01%
62,288
+31,649
4135
$713K ﹤0.01%
160,683
+54,351
4136
$712K ﹤0.01%
15,450
+2,356
4137
$712K ﹤0.01%
15,082
-2,268
4138
$711K ﹤0.01%
20,138
+3,117
4139
$711K ﹤0.01%
48,804
-532
4140
$709K ﹤0.01%
309,878
+77,338
4141
$709K ﹤0.01%
30,612
-47,159
4142
$709K ﹤0.01%
25,240
+7,404
4143
$706K ﹤0.01%
41,544
+10,844
4144
$706K ﹤0.01%
55,373
-40,197
4145
$703K ﹤0.01%
36,788
-59,518
4146
$701K ﹤0.01%
100,289
-10,347
4147
$700K ﹤0.01%
27,620
+1,746
4148
$698K ﹤0.01%
91,105
+11,143
4149
$698K ﹤0.01%
81,760
+22,675
4150
$697K ﹤0.01%
54,618
-70,724
164 165
166
167 168