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
576
$70.8M 0.03%
1,527,542
+62,415
577
$70.5M 0.03%
147,425
+26,996
578
$70.4M 0.03%
847,010
+82,967
579
$70.4M 0.03%
1,293,141
+345,056
580
$70.4M 0.03%
+1,172,775
581
$70.3M 0.03%
936,172
-110,114
582
$70.2M 0.03%
+2,892,137
583
$70.2M 0.03%
1,384,458
-18,797
584
$70M 0.03%
1,278,521
+74,540
585
$69.8M 0.03%
3,628,069
+30,475
586
$69.8M 0.03%
2,087,051
+1,291,966
587
$69.7M 0.03%
1,402,349
-292,352
588
$69.5M 0.03%
1,199,384
-33,513
589
$69.4M 0.03%
1,662,833
+154,323
590
$69.4M 0.03%
3,191,938
+580,060
591
$69.2M 0.03%
2,078,688
-1,028,149
592
$69.1M 0.03%
1,455,483
+11,214
593
$68.9M 0.03%
1,117,063
+285,019
594
$68.9M 0.03%
850,996
+164,791
595
$68.9M 0.03%
2,955,430
+2,165,797
596
$68.8M 0.03%
1,032,682
+249,179
597
$68.8M 0.03%
914,508
+40,985
598
$68.6M 0.03%
2,061,258
+162,538
599
$68.3M 0.03%
1,175,267
-62,990
600
$68.2M 0.03%
2,083,551
+526,761
22 23
24
25 26