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
626
$63.4M 0.03%
2,272,443
+157,815
627
$63.3M 0.03%
3,515,366
+1,178,054
628
$63.3M 0.03%
1,083,049
-127,817
629
$63.3M 0.03%
2,226,718
+98,666
630
$63.1M 0.03%
1,627,951
-858,042
631
$62.9M 0.03%
3,207,159
+1,829,635
632
$62.8M 0.03%
2,525,030
+970,579
633
$62.6M 0.03%
3,543,402
+12,551
634
$62.6M 0.03%
843,711
+417,413
635
$62.6M 0.03%
189,167
+61,080
636
$62.4M 0.03%
1,879,349
+645,639
637
$62.2M 0.03%
6,874,465
-1,088,345
638
$61.9M 0.03%
1,039,348
+30,711
639
$61.8M 0.03%
1,683,752
+165,672
640
$61.7M 0.03%
4,619,552
+564,430
641
$61.5M 0.03%
1,824,777
+38,172
642
$61.5M 0.03%
1,702,901
-525,324
643
$61.4M 0.03%
391,332
+122,401
644
$61.3M 0.03%
736,838
+97,137
645
$61.2M 0.03%
2,019,386
+162,492
646
$61.1M 0.03%
1,590,000
+50,000
647
$61.1M 0.03%
1,662,986
-33,123
648
$60.7M 0.03%
396,429
-20,918
649
$60.1M 0.03%
1,078,821
+1,027,597
650
$59.8M 0.03%
2,206,418
+402,080
24 25
26
27 28