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
2201
$7.24M ﹤0.01%
12,480
-4,866
2202
$7.24M ﹤0.01%
169,224
+43,645
2203
$7.24M ﹤0.01%
267,573
+45,526
2204
$7.21M ﹤0.01%
277,434
+134,577
2205
$7.2M ﹤0.01%
313,096
+151,304
2206
$7.18M ﹤0.01%
510,701
-10,705
2207
$7.18M ﹤0.01%
149,555
+72,835
2208
$7.17M ﹤0.01%
298,043
+5,932
2209
$7.17M ﹤0.01%
415,363
-28,192
2210
$7.16M ﹤0.01%
174,002
+150,409
2211
$7.15M ﹤0.01%
226,815
+35,816
2212
$7.13M ﹤0.01%
366,787
+210,214
2213
$7.1M ﹤0.01%
311,001
+5,786
2214
$7.09M ﹤0.01%
582,206
+242,347
2215
$7.09M ﹤0.01%
395,217
-168,717
2216
$7.08M ﹤0.01%
85,564
+47,960
2217
$7.08M ﹤0.01%
103,906
+64,898
2218
$7.08M ﹤0.01%
35,496
-6,809
2219
$7.07M ﹤0.01%
448,474
+127,630
2220
$7.06M ﹤0.01%
202,788
+39,682
2221
$7.05M ﹤0.01%
41,479
+4,749
2222
$7.03M ﹤0.01%
262,269
-18,640
2223
$7.03M ﹤0.01%
204,429
+22,766
2224
$7.03M ﹤0.01%
219,322
+16,659
2225
$7.03M ﹤0.01%
798,435
+150,890
87 88
89
90 91