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
4626
$356K ﹤0.01%
12,703
-2,399
4627
$355K ﹤0.01%
35,031
+1,301
4628
$355K ﹤0.01%
17,213
+6,678
4629
$355K ﹤0.01%
122,215
+84,267
4630
$354K ﹤0.01%
7,155
-1,286
4631
$353K ﹤0.01%
18,616
+2,152
4632
$353K ﹤0.01%
11,214
+893
4633
$353K ﹤0.01%
16,455
-8,918
4634
$352K ﹤0.01%
+8,573
4635
$352K ﹤0.01%
17,771
+1,291
4636
$351K ﹤0.01%
5,282
+191
4637
$351K ﹤0.01%
6,346
-1,999
4638
$351K ﹤0.01%
+28,254
4639
$349K ﹤0.01%
2,551
-3,630
4640
$349K ﹤0.01%
16,802
+4,854
4641
$348K ﹤0.01%
19,844
+3,578
4642
$348K ﹤0.01%
5,650
-3,271
4643
$347K ﹤0.01%
25,530
-11,264
4644
$347K ﹤0.01%
11,744
+1,503
4645
$347K ﹤0.01%
25,992
-286
4646
$345K ﹤0.01%
29,583
+5,023
4647
$345K ﹤0.01%
+61,739
4648
$345K ﹤0.01%
18,249
-30,696
4649
$342K ﹤0.01%
4,975
+476
4650
$342K ﹤0.01%
35,786
-3,347
184 185
186
187 188