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
2026
$8.99M ﹤0.01%
433,253
-181,194
2027
$8.98M ﹤0.01%
436,589
-46,333
2028
$8.98M ﹤0.01%
82,137
+37,413
2029
$8.97M ﹤0.01%
745,122
+50,793
2030
$8.96M ﹤0.01%
305,204
+47,520
2031
$8.93M ﹤0.01%
179,659
+58,356
2032
$8.91M ﹤0.01%
169,401
-64,757
2033
$8.9M ﹤0.01%
141,701
+99,168
2034
$8.9M ﹤0.01%
262,346
+211,825
2035
$8.9M ﹤0.01%
132,903
-11,164
2036
$8.89M ﹤0.01%
2,112,458
-451
2037
$8.8M ﹤0.01%
558,792
-41,157
2038
$8.8M ﹤0.01%
182,442
+73,774
2039
$8.79M ﹤0.01%
531,263
+279,999
2040
$8.79M ﹤0.01%
278,000
2041
$8.78M ﹤0.01%
261,348
+176,988
2042
$8.77M ﹤0.01%
217,676
+122,184
2043
$8.76M ﹤0.01%
289,492
+84,523
2044
$8.75M ﹤0.01%
151,653
-51,508
2045
$8.74M ﹤0.01%
636,904
+14,173
2046
$8.74M ﹤0.01%
214,764
+27,632
2047
$8.73M ﹤0.01%
143,032
+68,458
2048
$8.72M ﹤0.01%
51,243
+13,491
2049
$8.7M ﹤0.01%
452,811
+180,426
2050
$8.69M ﹤0.01%
399,131
+121,761
80 81
82
83 84