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
4326
$539K ﹤0.01%
23,297
+6,821
4327
$539K ﹤0.01%
57,652
+12,066
4328
$537K ﹤0.01%
53,226
+11,426
4329
$537K ﹤0.01%
14,009
-178,764
4330
$537K ﹤0.01%
31,946
-52,734
4331
$536K ﹤0.01%
83,110
-1,609
4332
$536K ﹤0.01%
15,800
-12,006
4333
$536K ﹤0.01%
163,948
+124,786
4334
$534K ﹤0.01%
18,084
+2,364
4335
$534K ﹤0.01%
29,132
+2,936
4336
$532K ﹤0.01%
129,736
-180
4337
$530K ﹤0.01%
31,546
+18,093
4338
$529K ﹤0.01%
13,374
-33,685
4339
$527K ﹤0.01%
11,364
+3,280
4340
$527K ﹤0.01%
40,979
+19,203
4341
$525K ﹤0.01%
51,588
-32,512
4342
$524K ﹤0.01%
22,079
+1,175
4343
$523K ﹤0.01%
19,315
-209
4344
$522K ﹤0.01%
5,712
-13,205
4345
$521K ﹤0.01%
20,044
-10,712
4346
$520K ﹤0.01%
17,114
-40,245
4347
$520K ﹤0.01%
11,843
-1,608
4348
$520K ﹤0.01%
42,486
-11,382
4349
$519K ﹤0.01%
53,492
+272
4350
$518K ﹤0.01%
64,027
+32,193
172 173
174
175 176