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
4251
$588K ﹤0.01%
36,917
+20,550
4252
$587K ﹤0.01%
9,671
-1,333
4253
$587K ﹤0.01%
574
-388
4254
$586K ﹤0.01%
+30,322
4255
$585K ﹤0.01%
40,209
+623
4256
$584K ﹤0.01%
19,243
+2,970
4257
$583K ﹤0.01%
22,226
+12,310
4258
$582K ﹤0.01%
76,612
-366,104
4259
$582K ﹤0.01%
116,117
-8,668
4260
$580K ﹤0.01%
+19,604
4261
$579K ﹤0.01%
36,190
-353,327
4262
$578K ﹤0.01%
25,234
-2,615
4263
$578K ﹤0.01%
29,972
+17,700
4264
$577K ﹤0.01%
12,915
-104
4265
$576K ﹤0.01%
8,570
+1,409
4266
$576K ﹤0.01%
41,429
-52,877
4267
$575K ﹤0.01%
17,529
-39,126
4268
$575K ﹤0.01%
16,220
4269
$575K ﹤0.01%
138,947
-154,826
4270
$575K ﹤0.01%
20,165
+3,321
4271
$575K ﹤0.01%
24,175
-25,835
4272
$574K ﹤0.01%
90,662
+3,928
4273
$573K ﹤0.01%
28,375
+6,554
4274
$572K ﹤0.01%
46,802
-114,869
4275
$572K ﹤0.01%
+21,199
169 170
171
172 173