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
4226
$612K ﹤0.01%
13,933
+6,136
4227
$611K ﹤0.01%
32,855
-4,866
4228
$611K ﹤0.01%
46,244
+15,469
4229
$609K ﹤0.01%
28,574
+12,348
4230
$609K ﹤0.01%
32,543
+26,384
4231
$607K ﹤0.01%
39,735
-480
4232
$607K ﹤0.01%
33,113
-134,513
4233
$604K ﹤0.01%
56,580
-46,585
4234
$603K ﹤0.01%
59,157
+3,664
4235
$603K ﹤0.01%
37,298
-15,795
4236
$602K ﹤0.01%
163,275
+3,525
4237
$602K ﹤0.01%
8,782
+1,415
4238
$602K ﹤0.01%
45,691
-13,453
4239
$600K ﹤0.01%
83,536
-551,475
4240
$599K ﹤0.01%
64,684
-24,298
4241
$598K ﹤0.01%
11,232
+3,116
4242
$598K ﹤0.01%
36,906
+12,361
4243
$597K ﹤0.01%
29,221
-11,395
4244
$596K ﹤0.01%
12,387
+8,509
4245
$595K ﹤0.01%
76,386
+44,408
4246
$594K ﹤0.01%
89,835
+33,676
4247
$593K ﹤0.01%
43,133
-149,408
4248
$592K ﹤0.01%
56,785
+39,961
4249
$590K ﹤0.01%
35,120
+4,058
4250
$589K ﹤0.01%
33,583
-12,393
168 169
170
171 172