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
4176
$667K ﹤0.01%
103,521
-5,133,711
4177
$666K ﹤0.01%
16,530
-13,481
4178
$665K ﹤0.01%
28,667
+13,657
4179
$665K ﹤0.01%
26,395
+17,709
4180
$664K ﹤0.01%
46,589
+12,499
4181
$662K ﹤0.01%
54,584
-102,059
4182
$659K ﹤0.01%
34,006
-181,509
4183
$658K ﹤0.01%
49,505
-107,134
4184
$656K ﹤0.01%
26,055
-2,159,266
4185
$654K ﹤0.01%
80,000
+15,000
4186
$652K ﹤0.01%
70,892
-8,134
4187
$651K ﹤0.01%
35,149
+10,582
4188
$650K ﹤0.01%
+43,665
4189
$649K ﹤0.01%
14,506
-11,609
4190
$647K ﹤0.01%
53,486
-35,207
4191
$646K ﹤0.01%
20,323
+1,131
4192
$646K ﹤0.01%
27,840
-3,250
4193
$645K ﹤0.01%
58,600
-9,681
4194
$644K ﹤0.01%
+71,145
4195
$644K ﹤0.01%
90,173
+5,586
4196
$644K ﹤0.01%
72,209
-6,946
4197
$644K ﹤0.01%
11,676
+5,578
4198
$644K ﹤0.01%
6,848
-39,849
4199
$644K ﹤0.01%
48,119
-2,100
4200
$642K ﹤0.01%
55,450
-7,923
166 167
168
169 170