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
1901
$10.4M ﹤0.01%
791,013
-142,471
1902
$10.4M ﹤0.01%
881,190
+66,830
1903
$10.4M ﹤0.01%
320,614
+125,772
1904
$10.4M ﹤0.01%
532,879
-63,428
1905
$10.4M ﹤0.01%
345,983
-32,693
1906
$10.4M ﹤0.01%
157,202
+16,217
1907
$10.4M ﹤0.01%
927,120
+447,445
1908
$10.4M ﹤0.01%
174,134
+77,440
1909
$10.4M ﹤0.01%
342,020
+37,646
1910
$10.4M ﹤0.01%
429,413
+94,166
1911
$10.4M ﹤0.01%
414,599
-91,849
1912
$10.3M ﹤0.01%
226,179
-34,831
1913
$10.3M ﹤0.01%
281,682
+69,393
1914
$10.3M ﹤0.01%
356,549
-177,368
1915
$10.3M ﹤0.01%
245,146
+61,124
1916
$10.3M ﹤0.01%
350,356
+197,113
1917
$10.2M ﹤0.01%
237,335
+26,034
1918
$10.2M ﹤0.01%
190,596
-56,078
1919
$10.2M ﹤0.01%
223,246
+145,729
1920
$10.2M ﹤0.01%
25,536
+13,517
1921
$10.2M ﹤0.01%
440,555
+87,407
1922
$10.2M ﹤0.01%
17,809
+9,581
1923
$10.2M ﹤0.01%
214,770
+34,205
1924
$10.2M ﹤0.01%
1,091,445
-41,653
1925
$10.2M ﹤0.01%
1,329,419
+1,130,729
75 76
77
78 79