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
4351
$517K ﹤0.01%
146,597
-23,732
4352
$517K ﹤0.01%
3,378
+1,963
4353
$516K ﹤0.01%
45,214
-11,446
4354
$515K ﹤0.01%
+13,964
4355
$513K ﹤0.01%
13,408
-12,631
4356
$513K ﹤0.01%
34,480
+4,272
4357
$511K ﹤0.01%
22,905
-5,649
4358
$511K ﹤0.01%
33,227
+909
4359
$511K ﹤0.01%
68,030
+24,857
4360
$509K ﹤0.01%
+25,320
4361
$509K ﹤0.01%
+18,216
4362
$507K ﹤0.01%
113,399
+34,445
4363
$506K ﹤0.01%
10,302
-1,309
4364
$506K ﹤0.01%
107,297
+33,067
4365
$505K ﹤0.01%
53,782
-38,695
4366
$504K ﹤0.01%
115,389
+62,573
4367
$504K ﹤0.01%
16,289
-134,941
4368
$502K ﹤0.01%
+27,350
4369
$502K ﹤0.01%
160,542
+59,897
4370
$501K ﹤0.01%
42,933
-12,665
4371
$497K ﹤0.01%
57,095
+14,651
4372
$497K ﹤0.01%
54,963
+6,715
4373
$497K ﹤0.01%
27,163
+15,496
4374
$496K ﹤0.01%
+29,668
4375
$494K ﹤0.01%
27,803
+2,749
173 174
175
176 177