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
4301
$557K ﹤0.01%
57,761
-13,107
4302
$556K ﹤0.01%
49,893
-14,862
4303
$556K ﹤0.01%
38,098
-2,861
4304
$555K ﹤0.01%
237,483
-1,323,697
4305
$554K ﹤0.01%
563
+369
4306
$554K ﹤0.01%
39,753
-1,691
4307
$554K ﹤0.01%
13,750
-237
4308
$554K ﹤0.01%
16,371
-39,716
4309
$553K ﹤0.01%
22,093
-92,289
4310
$553K ﹤0.01%
+28,243
4311
$552K ﹤0.01%
9,406
-4,620
4312
$552K ﹤0.01%
+42,999
4313
$550K ﹤0.01%
39,206
+11,306
4314
$550K ﹤0.01%
10,917
-557
4315
$550K ﹤0.01%
53,023
+17,994
4316
$550K ﹤0.01%
25,542
+12,185
4317
$549K ﹤0.01%
19,956
-16,395
4318
$545K ﹤0.01%
165,379
-80,577
4319
$544K ﹤0.01%
31,202
+2,153
4320
$544K ﹤0.01%
+54,869
4321
$544K ﹤0.01%
14,967
-5,920
4322
$543K ﹤0.01%
29,251
-24,459
4323
$540K ﹤0.01%
15,017
-3,285
4324
$540K ﹤0.01%
37,761
-4,557
4325
$539K ﹤0.01%
17,078
-3,575
171 172
173
174 175