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
1876
$10.7M ﹤0.01%
620,814
+9,444
1877
$10.7M ﹤0.01%
556,285
+1,721
1878
$10.7M ﹤0.01%
521,150
-186,948
1879
$10.6M ﹤0.01%
265,524
+26,070
1880
$10.6M ﹤0.01%
826,494
+281,688
1881
$10.6M ﹤0.01%
853,510
+441,010
1882
$10.6M ﹤0.01%
129,018
-21,284
1883
$10.6M ﹤0.01%
137,101
-10,580
1884
$10.6M ﹤0.01%
1,398,604
-696,390
1885
$10.6M ﹤0.01%
3,175,724
-247,691
1886
$10.6M ﹤0.01%
144,627
-35,004
1887
$10.6M ﹤0.01%
340,874
+201,016
1888
$10.6M ﹤0.01%
149,740
+120,807
1889
$10.5M ﹤0.01%
131,571
+3,138
1890
$10.5M ﹤0.01%
857,361
-154,670
1891
$10.5M ﹤0.01%
432,462
-14,614
1892
$10.5M ﹤0.01%
786,090
-18,779
1893
$10.5M ﹤0.01%
463,948
+38,488
1894
$10.5M ﹤0.01%
230,860
-32,491
1895
$10.5M ﹤0.01%
254,793
-900
1896
$10.5M ﹤0.01%
140,714
-5,660
1897
$10.5M ﹤0.01%
620,359
+158,523
1898
$10.5M ﹤0.01%
400,461
-171,745
1899
$10.4M ﹤0.01%
269,862
-180,006
1900
$10.4M ﹤0.01%
186,025
-52,456
74 75
76
77 78