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
4276
$571K ﹤0.01%
43,903
-8,930
4277
$571K ﹤0.01%
8,573
-2,072
4278
$571K ﹤0.01%
48,463
+20,215
4279
$571K ﹤0.01%
+38,801
4280
$570K ﹤0.01%
+56,054
4281
$570K ﹤0.01%
20,779
-2,467
4282
$570K ﹤0.01%
27,906
-539
4283
$569K ﹤0.01%
61,831
-12,660
4284
$569K ﹤0.01%
30,829
-1,195
4285
$567K ﹤0.01%
43,380
+2,485
4286
$567K ﹤0.01%
75,376
+10,070
4287
$566K ﹤0.01%
14,288
-398,083
4288
$566K ﹤0.01%
6,654
-2,115
4289
$566K ﹤0.01%
43,975
+3,581
4290
$565K ﹤0.01%
27,524
-2,179
4291
$565K ﹤0.01%
14,049
-10,987
4292
$562K ﹤0.01%
13,258
-15,044
4293
$562K ﹤0.01%
42,388
+14,889
4294
$561K ﹤0.01%
63,017
-6,397
4295
$561K ﹤0.01%
16,324
+7,576
4296
$561K ﹤0.01%
64,478
+5,338
4297
$558K ﹤0.01%
42,017
+3,903
4298
$558K ﹤0.01%
38,559
+11,067
4299
$557K ﹤0.01%
1
4300
$557K ﹤0.01%
11,183
-577
170 171
172
173 174