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
851
$40.5M 0.02%
595,747
+71,167
852
$40.5M 0.02%
1,476,020
+826,767
853
$40.3M 0.02%
4,893,198
+285,964
854
$40.3M 0.02%
795,180
-27,530
855
$40.3M 0.02%
670,157
+180,970
856
$40.3M 0.02%
2,596,295
+1,199,340
857
$40.2M 0.02%
509,945
+175,803
858
$40.2M 0.02%
770,742
+30,920
859
$40.2M 0.02%
1,497,608
+573,054
860
$40.2M 0.02%
378,333
+108,289
861
$40.1M 0.02%
1,258,083
-41,223
862
$40M 0.02%
724,036
+558,930
863
$40M 0.02%
663,286
-119,482
864
$40M 0.02%
561,755
+20,902
865
$39.7M 0.02%
837,200
+462,007
866
$39.7M 0.02%
3,525,243
+2,863,742
867
$39.6M 0.02%
460,434
+31,718
868
$39.6M 0.02%
1,865,258
-967,652
869
$39.5M 0.02%
4,592,840
-693,444
870
$39.5M 0.02%
683,126
+396,352
871
$39.5M 0.02%
854,773
+93,261
872
$39.4M 0.02%
625,345
+61,445
873
$39.4M 0.02%
339,688
+22,457
874
$39.3M 0.02%
808,026
+220,852
875
$39.3M 0.02%
3,249,015
+175,344
33 34
35
36 37