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
4451
$451K ﹤0.01%
26,464
+15,597
4452
$449K ﹤0.01%
30,705
+18,792
4453
$449K ﹤0.01%
16,808
+13,630
4454
$449K ﹤0.01%
49,449
-65,611
4455
$448K ﹤0.01%
28,795
-26,322
4456
$447K ﹤0.01%
6,123
-7,254
4457
$444K ﹤0.01%
29,700
-36,263
4458
$444K ﹤0.01%
33,665
-11,233
4459
$443K ﹤0.01%
23,818
-13,662
4460
$443K ﹤0.01%
13,318
-4,389
4461
$443K ﹤0.01%
+24,421
4462
$442K ﹤0.01%
6,599
+244
4463
$441K ﹤0.01%
22,673
-2,390
4464
$441K ﹤0.01%
1,065
-301
4465
$440K ﹤0.01%
34,055
-4,864
4466
$438K ﹤0.01%
27,555
-9,953
4467
$438K ﹤0.01%
46,836
-83,021
4468
$436K ﹤0.01%
18,855
-101,631
4469
$435K ﹤0.01%
10,357
4470
$434K ﹤0.01%
36,949
-5,138
4471
$434K ﹤0.01%
31,506
-553
4472
$433K ﹤0.01%
1,311
-18
4473
$433K ﹤0.01%
29,821
-8,947
4474
$433K ﹤0.01%
66,661
+15,754
4475
$433K ﹤0.01%
5,047
-10,342
177 178
179
180 181