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
2401
$5.8M ﹤0.01%
170,067
-711,663
2402
$5.79M ﹤0.01%
298,702
+114,087
2403
$5.79M ﹤0.01%
775,029
+739,209
2404
$5.79M ﹤0.01%
410,462
+21,621
2405
$5.78M ﹤0.01%
524,830
-1,025
2406
$5.78M ﹤0.01%
8,686
-1,349
2407
$5.77M ﹤0.01%
393,625
-69,487
2408
$5.77M ﹤0.01%
666,246
+65,268
2409
$5.77M ﹤0.01%
260,578
-45,696
2410
$5.76M ﹤0.01%
414,363
+11,446
2411
$5.75M ﹤0.01%
503,881
-98,551
2412
$5.74M ﹤0.01%
383,036
+14,121
2413
$5.74M ﹤0.01%
162,276
+98,847
2414
$5.74M ﹤0.01%
173,472
-11,873
2415
$5.73M ﹤0.01%
+329,687
2416
$5.72M ﹤0.01%
456,142
-83,742
2417
$5.69M ﹤0.01%
91,349
+2,656
2418
$5.69M ﹤0.01%
63,359
+50,469
2419
$5.68M ﹤0.01%
467,453
-174,799
2420
$5.68M ﹤0.01%
225,321
+45,977
2421
$5.68M ﹤0.01%
+311,232
2422
$5.68M ﹤0.01%
111,251
+48,193
2423
$5.67M ﹤0.01%
+226,785
2424
$5.67M ﹤0.01%
+28,709
2425
$5.65M ﹤0.01%
323,720
-246,266