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
4751
$291K ﹤0.01%
4,867
+246
4752
$290K ﹤0.01%
21,900
4753
$290K ﹤0.01%
+29,235
4754
$290K ﹤0.01%
71
-43
4755
$289K ﹤0.01%
+22,854
4756
$289K ﹤0.01%
31,594
-23,529
4757
$288K ﹤0.01%
23,116
+1,690
4758
$288K ﹤0.01%
31,601
-12,240
4759
$288K ﹤0.01%
14,484
-5,443
4760
$288K ﹤0.01%
41,516
+10,895
4761
$288K ﹤0.01%
+17,068
4762
$287K ﹤0.01%
18,210
+5,272
4763
$285K ﹤0.01%
9,939
-3,855
4764
$285K ﹤0.01%
6,030
-4,964
4765
$285K ﹤0.01%
23,616
+8,601
4766
$284K ﹤0.01%
7,052
-23,864
4767
$284K ﹤0.01%
12,946
+262
4768
$283K ﹤0.01%
5,868
-45,917
4769
$282K ﹤0.01%
14,413
-17,180
4770
$281K ﹤0.01%
+11,210
4771
$281K ﹤0.01%
20,764
4772
$280K ﹤0.01%
+46,347
4773
$279K ﹤0.01%
2,284
+141
4774
$279K ﹤0.01%
9,547
-3,606
4775
$279K ﹤0.01%
3,283
+1,307
189 190
191
192 193