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
2101
$8.07M ﹤0.01%
282,209
+87,138
2102
$8.07M ﹤0.01%
334,400
-125,471
2103
$8.06M ﹤0.01%
208,812
+88,685
2104
$8.04M ﹤0.01%
489,578
+115,546
2105
$8.03M ﹤0.01%
257,896
+64,620
2106
$8M ﹤0.01%
697,829
+57,473
2107
$7.99M ﹤0.01%
278,150
-248,656
2108
$7.99M ﹤0.01%
441,435
-560
2109
$7.98M ﹤0.01%
241,864
+18,301
2110
$7.98M ﹤0.01%
566,071
+85,532
2111
$7.98M ﹤0.01%
239,686
-77,593
2112
$7.96M ﹤0.01%
485,699
-24,858
2113
$7.96M ﹤0.01%
2,024,307
-1,326,447
2114
$7.95M ﹤0.01%
351,880
-134,216
2115
$7.94M ﹤0.01%
527,201
-96,373
2116
$7.93M ﹤0.01%
105,210
+10,424
2117
$7.92M ﹤0.01%
492,772
-60,158
2118
$7.92M ﹤0.01%
256,622
-27,658
2119
$7.92M ﹤0.01%
246,960
+92,148
2120
$7.91M ﹤0.01%
736,133
-693,260
2121
$7.91M ﹤0.01%
1,009,822
+517,728
2122
$7.9M ﹤0.01%
461,396
-15,157
2123
$7.89M ﹤0.01%
371,811
+225,964
2124
$7.88M ﹤0.01%
99,297
+53,718
2125
$7.87M ﹤0.01%
642,562
+127,051
83 84
85
86 87