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
726
$50.7M 0.02%
1,376,505
+321,084
727
$50.6M 0.02%
409,750
+35,465
728
$50.6M 0.02%
428,465
+285,987
729
$50.4M 0.02%
2,807,780
+62,309
730
$50.4M 0.02%
1,023,794
-6,697
731
$50.3M 0.02%
2,382,841
+659,341
732
$50.3M 0.02%
2,546,123
-621,259
733
$50.2M 0.02%
1,011,752
+74,252
734
$50.1M 0.02%
336,611
+99,728
735
$50M 0.02%
675,898
+499,293
736
$49.9M 0.02%
863,879
+299,312
737
$49.8M 0.02%
634,888
+117,730
738
$49.6M 0.02%
615,199
-24,214
739
$49.6M 0.02%
1,101,193
+437,848
740
$49.4M 0.02%
1,928,959
+107,843
741
$49.2M 0.02%
2,996,185
+463,910
742
$49.2M 0.02%
1,176,635
+148,877
743
$49M 0.02%
795,894
+27,933
744
$48.9M 0.02%
1,548,496
-61,212
745
$48.8M 0.02%
1,432,784
+593,956
746
$48.8M 0.02%
367,446
+123,498
747
$48.8M 0.02%
2,941,715
+276,830
748
$48.6M 0.02%
1,128,030
+134,172
749
$48.6M 0.02%
5,348,981
+7,454
750
$48.6M 0.02%
1,000,036
-15,824
28 29
30
31 32