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
1851
$11M ﹤0.01%
278,919
+191,108
1852
$11M ﹤0.01%
737,544
+76,296
1853
$11M ﹤0.01%
308,850
+147,710
1854
$10.9M ﹤0.01%
461,660
+431,845
1855
$10.9M ﹤0.01%
409,596
+18,708
1856
$10.9M ﹤0.01%
331,162
-1,301
1857
$10.9M ﹤0.01%
+414,969
1858
$10.9M ﹤0.01%
503,311
-3,412,104
1859
$10.9M ﹤0.01%
229,733
+7,443
1860
$10.9M ﹤0.01%
637,695
+23,931
1861
$10.8M ﹤0.01%
602,619
+77,185
1862
$10.8M ﹤0.01%
719,870
+416,273
1863
$10.8M ﹤0.01%
684,845
+48,615
1864
$10.8M ﹤0.01%
133,509
+40,574
1865
$10.8M ﹤0.01%
653,832
+113,336
1866
$10.8M ﹤0.01%
3,113,595
+778,570
1867
$10.8M ﹤0.01%
1,312,109
-231,757
1868
$10.7M ﹤0.01%
599,340
-259,379
1869
$10.7M ﹤0.01%
499,875
-562,896
1870
$10.7M ﹤0.01%
1,504,860
-1,068,863
1871
$10.7M ﹤0.01%
373,365
-116,775
1872
$10.7M ﹤0.01%
524,550
+435,455
1873
$10.7M ﹤0.01%
218,519
+60,877
1874
$10.7M ﹤0.01%
181,061
+74,563
1875
$10.7M ﹤0.01%
99,908
+5,737
73 74
75
76 77