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
1926
$10.2M ﹤0.01%
18,500
-3,290
1927
$10.2M ﹤0.01%
588,985
+123,481
1928
$10.2M ﹤0.01%
131,599
-16,541
1929
$10.1M ﹤0.01%
561,193
+4,351
1930
$10.1M ﹤0.01%
209,080
+6,391
1931
$10.1M ﹤0.01%
196,616
+52,730
1932
$10.1M ﹤0.01%
444,909
-59,628
1933
$10.1M ﹤0.01%
266,950
+159,670
1934
$10.1M ﹤0.01%
188,921
+51,912
1935
$10.1M ﹤0.01%
158,992
+141,118
1936
$10M ﹤0.01%
431,937
-260,392
1937
$10M ﹤0.01%
449,703
+69,216
1938
$9.99M ﹤0.01%
242,722
+56,314
1939
$9.97M ﹤0.01%
108,586
+57,217
1940
$9.91M ﹤0.01%
405,084
+325,569
1941
$9.89M ﹤0.01%
252,878
+69,895
1942
$9.88M ﹤0.01%
552,793
+28,813
1943
$9.88M ﹤0.01%
90,258
-1,881
1944
$9.86M ﹤0.01%
188,832
+40,246
1945
$9.85M ﹤0.01%
158,098
-76,500
1946
$9.85M ﹤0.01%
352,393
+5,117
1947
$9.84M ﹤0.01%
562,109
-35,698
1948
$9.81M ﹤0.01%
240,070
-46,215
1949
$9.81M ﹤0.01%
241,702
+86,049
1950
$9.79M ﹤0.01%
334,056
-75,496
76 77
78
79 80