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
801
$44M 0.02%
3,937,050
+2,977,555
802
$44M 0.02%
8,471,475
+3,582,360
803
$44M 0.02%
457,872
+126,845
804
$43.9M 0.02%
1,324,930
-307,801
805
$43.8M 0.02%
345,799
-28,629
806
$43.6M 0.02%
585,845
+104,820
807
$43.6M 0.02%
440,748
+72,812
808
$43.5M 0.02%
1,238,578
+83,939
809
$43.4M 0.02%
396,281
+280,097
810
$43.2M 0.02%
613,905
+15,422
811
$43.2M 0.02%
2,336,500
+170,490
812
$43.2M 0.02%
2,778,897
+760,274
813
$43.1M 0.02%
3,067,900
+507,040
814
$43M 0.02%
610,965
+291,884
815
$42.9M 0.02%
963,626
-288,548
816
$42.9M 0.02%
619,637
+79,585
817
$42.9M 0.02%
1,823,798
+363,748
818
$42.9M 0.02%
1,392,517
-959,862
819
$42.9M 0.02%
933,792
+529,317
820
$42.7M 0.02%
1,405,428
+29,216
821
$42.6M 0.02%
2,329,865
-15,664
822
$42.6M 0.02%
845,839
+50,512
823
$42.6M 0.02%
1,220,243
+203,588
824
$42.5M 0.02%
772,090
+100,072
825
$42.5M 0.02%
507,100
-210,367
31 32
33
34 35