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
4151
$697K ﹤0.01%
16,592
-1,590
4152
$695K ﹤0.01%
117,029
-55,390
4153
$693K ﹤0.01%
28,541
-40,505
4154
$692K ﹤0.01%
39,865
+24,556
4155
$692K ﹤0.01%
63,888
+876
4156
$689K ﹤0.01%
9,942
-272
4157
$688K ﹤0.01%
8,517
+5,630
4158
$688K ﹤0.01%
10,492
+1,977
4159
$687K ﹤0.01%
38,845
-39,632
4160
$686K ﹤0.01%
54,099
+41,870
4161
$685K ﹤0.01%
28,703
-1,721
4162
$682K ﹤0.01%
19,015
+3,420
4163
$682K ﹤0.01%
29,561
-13,198
4164
$681K ﹤0.01%
6,578
+2,684
4165
$681K ﹤0.01%
60,645
-86,006
4166
$680K ﹤0.01%
28,911
-979
4167
$678K ﹤0.01%
30,476
+15,527
4168
$678K ﹤0.01%
53,102
-47,068
4169
$677K ﹤0.01%
78,119
+44,622
4170
$677K ﹤0.01%
187,126
+117,654
4171
$676K ﹤0.01%
36,363
-4,926
4172
$674K ﹤0.01%
132,424
+121,375
4173
$674K ﹤0.01%
10,757
-1,693
4174
$670K ﹤0.01%
27,103
+14,706
4175
$669K ﹤0.01%
54,312
-2,109
165 166
167
168 169