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
2176
$7.45M ﹤0.01%
163,002
+134,824
2177
$7.44M ﹤0.01%
673,313
-109,919
2178
$7.44M ﹤0.01%
1,155,842
+276,528
2179
$7.43M ﹤0.01%
662,561
+399,197
2180
$7.43M ﹤0.01%
312,164
+36,461
2181
$7.43M ﹤0.01%
468,424
+251,528
2182
$7.43M ﹤0.01%
305,084
+210,588
2183
$7.42M ﹤0.01%
319,124
+78,929
2184
$7.42M ﹤0.01%
430,678
-1,983
2185
$7.42M ﹤0.01%
733,555
+78,274
2186
$7.42M ﹤0.01%
538,533
+109,149
2187
$7.41M ﹤0.01%
252,780
-53,177
2188
$7.41M ﹤0.01%
270,249
+133,046
2189
$7.4M ﹤0.01%
158,863
+56,991
2190
$7.39M ﹤0.01%
190,229
+173,741
2191
$7.34M ﹤0.01%
317,584
-24,221
2192
$7.31M ﹤0.01%
838,338
+134,929
2193
$7.3M ﹤0.01%
+355,727
2194
$7.3M ﹤0.01%
368,416
-115,205
2195
$7.29M ﹤0.01%
380,495
+9,358
2196
$7.27M ﹤0.01%
479,294
+374,650
2197
$7.27M ﹤0.01%
44,151
-14,357
2198
$7.26M ﹤0.01%
137,950
2199
$7.26M ﹤0.01%
647,291
-51,528
2200
$7.25M ﹤0.01%
+356,545
86 87
88
89 90