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
2226
$7.03M ﹤0.01%
220,699
-254,277
2227
$7.02M ﹤0.01%
349,973
-3,171
2228
$7.02M ﹤0.01%
87,398
+83,914
2229
$7.01M ﹤0.01%
360,499
-26,148
2230
$7M ﹤0.01%
139,416
+12,756
2231
$6.99M ﹤0.01%
110,622
-20,205
2232
$6.98M ﹤0.01%
34,904
-5,094
2233
$6.98M ﹤0.01%
409,995
-219,515
2234
$6.97M ﹤0.01%
327,205
-26,363
2235
$6.97M ﹤0.01%
121,584
+636
2236
$6.96M ﹤0.01%
131,705
+48,139
2237
$6.94M ﹤0.01%
250,087
-35,406
2238
$6.93M ﹤0.01%
405,983
+67,886
2239
$6.92M ﹤0.01%
752,801
-207,931
2240
$6.92M ﹤0.01%
1,718,189
+518,079
2241
$6.92M ﹤0.01%
177,766
+1,946
2242
$6.92M ﹤0.01%
724,369
-150,474
2243
$6.91M ﹤0.01%
139,059
-25,425
2244
$6.91M ﹤0.01%
176,423
-10,895
2245
$6.91M ﹤0.01%
+368,401
2246
$6.91M ﹤0.01%
719,586
-14,041
2247
$6.91M ﹤0.01%
186,568
-259,616
2248
$6.88M ﹤0.01%
345,000
2249
$6.88M ﹤0.01%
246,388
+77,287
2250
$6.88M ﹤0.01%
181,052
-21,454
88 89
90
91 92