Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
2351
$6.15M ﹤0.01%
129,708
-477,116
2352
$6.15M ﹤0.01%
99,372
+46,551
2353
$6.15M ﹤0.01%
451,795
+72,456
2354
$6.15M ﹤0.01%
91,158
+31,252
2355
$6.14M ﹤0.01%
266,243
+89,171
2356
$6.13M ﹤0.01%
251,769
-127,311
2357
$6.12M ﹤0.01%
115,262
+24,497
2358
$6.12M ﹤0.01%
135,188
+9,262
2359
$6.11M ﹤0.01%
145,082
+5,412
2360
$6.11M ﹤0.01%
306,398
+115,996
2361
$6.1M ﹤0.01%
496,840
-25,560
2362
$6.09M ﹤0.01%
18,239
+6,997
2363
$6.09M ﹤0.01%
130,887
+2,677
2364
$6.08M ﹤0.01%
141,068
+20,076
2365
$6.07M ﹤0.01%
1,969,497
-1,414,561
2366
$6.05M ﹤0.01%
214,696
+33,067
2367
$6.05M ﹤0.01%
225,627
-24,656
2368
$6.04M ﹤0.01%
511,064
+200,481
2369
$6.04M ﹤0.01%
126,454
+72,255
2370
$6.01M ﹤0.01%
369,537
-113,674
2371
$6M ﹤0.01%
409,799
+165,235
2372
$6M ﹤0.01%
474,029
-157,670
2373
$5.99M ﹤0.01%
161,511
+97,869
2374
$5.99M ﹤0.01%
12,984
+7,527
2375
$5.99M ﹤0.01%
149,850
-38,957
93 94
95
96 97