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
4701
$322K ﹤0.01%
324
+259
4702
$322K ﹤0.01%
20,818
+284
4703
$321K ﹤0.01%
15,464
+652
4704
$321K ﹤0.01%
2,999
-662
4705
$319K ﹤0.01%
9
+1
4706
$319K ﹤0.01%
25,439
+7,242
4707
$317K ﹤0.01%
23,877
+4,457
4708
$316K ﹤0.01%
761
-450
4709
$315K ﹤0.01%
5,187
+1,088
4710
$315K ﹤0.01%
4,595
-519
4711
$314K ﹤0.01%
10,134
-132,823
4712
$314K ﹤0.01%
4,800
4713
$314K ﹤0.01%
27,403
-17,227
4714
$313K ﹤0.01%
22,047
-7,761
4715
$313K ﹤0.01%
24,343
-22,421
4716
$313K ﹤0.01%
106,871
-7,875
4717
$310K ﹤0.01%
30,615
-7,134
4718
$310K ﹤0.01%
20,997
-5,463
4719
$310K ﹤0.01%
4,971
-54,288
4720
$309K ﹤0.01%
12,169
-21,173
4721
$309K ﹤0.01%
25,682
-13,693
4722
$309K ﹤0.01%
8,597
-33,712
4723
$307K ﹤0.01%
30,313
+11,161
4724
$307K ﹤0.01%
98
-33
4725
$306K ﹤0.01%
19,409
+10
187 188
189
190 191