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
4376
$494K ﹤0.01%
+104,128
4377
$494K ﹤0.01%
59,345
-698
4378
$493K ﹤0.01%
8,672
-2,010
4379
$493K ﹤0.01%
38,413
-16,178
4380
$493K ﹤0.01%
13,891
+5,053
4381
$491K ﹤0.01%
39,991
-4,872
4382
$491K ﹤0.01%
41,273
-37,036
4383
$490K ﹤0.01%
21,795
+6,471
4384
$490K ﹤0.01%
315,773
+243,250
4385
$488K ﹤0.01%
192,597
-614,621
4386
$488K ﹤0.01%
39,832
+19,691
4387
$488K ﹤0.01%
11,815
-5,670
4388
$488K ﹤0.01%
105,925
+41,398
4389
$488K ﹤0.01%
+28,871
4390
$488K ﹤0.01%
+42,918
4391
$487K ﹤0.01%
30,812
-3,800
4392
$487K ﹤0.01%
58,545
+713
4393
$487K ﹤0.01%
13,813
-13,625
4394
$486K ﹤0.01%
26,925
+16,521
4395
$485K ﹤0.01%
37,831
-10,645
4396
$484K ﹤0.01%
10,162
-13,893
4397
$484K ﹤0.01%
22,535
-5,040
4398
$483K ﹤0.01%
105,685
-62,567
4399
$482K ﹤0.01%
58,417
+1,835
4400
$482K ﹤0.01%
5,201
+1,040
174 175
176
177 178