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
2126
$7.85M ﹤0.01%
608,424
+170,811
2127
$7.84M ﹤0.01%
238,820
+198,801
2128
$7.84M ﹤0.01%
250,514
-190,698
2129
$7.84M ﹤0.01%
109,806
-11,336
2130
$7.83M ﹤0.01%
202,193
+33,687
2131
$7.83M ﹤0.01%
283,233
+30,847
2132
$7.83M ﹤0.01%
440,857
+376,880
2133
$7.79M ﹤0.01%
493,662
+54,354
2134
$7.79M ﹤0.01%
410,659
+199,724
2135
$7.79M ﹤0.01%
168,978
-276,022
2136
$7.78M ﹤0.01%
363,832
+59,744
2137
$7.78M ﹤0.01%
164,117
-87,336
2138
$7.78M ﹤0.01%
172,219
+59,888
2139
$7.78M ﹤0.01%
245,739
-31,963
2140
$7.78M ﹤0.01%
129,402
+101,842
2141
$7.77M ﹤0.01%
612,572
+520,695
2142
$7.76M ﹤0.01%
173,428
+14,996
2143
$7.75M ﹤0.01%
748,784
+462,165
2144
$7.75M ﹤0.01%
161,230
+3,905
2145
$7.73M ﹤0.01%
77,880
+25,459
2146
$7.72M ﹤0.01%
166,633
-160,008
2147
$7.7M ﹤0.01%
321,593
-257,502
2148
$7.7M ﹤0.01%
415,744
+303,814
2149
$7.65M ﹤0.01%
215,483
-73,471
2150
$7.63M ﹤0.01%
213,615
+109,354
84 85
86
87 88