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
2426
$5.64M ﹤0.01%
245,352
+853
2427
$5.61M ﹤0.01%
176,420
+37,028
2428
$5.6M ﹤0.01%
339,364
+54,737
2429
$5.59M ﹤0.01%
697,224
+246,900
2430
$5.59M ﹤0.01%
34,860
-4,779
2431
$5.58M ﹤0.01%
240,972
+64,788
2432
$5.57M ﹤0.01%
205,426
-124,727
2433
$5.57M ﹤0.01%
480,186
+34,226
2434
$5.56M ﹤0.01%
329,230
+33,134
2435
$5.56M ﹤0.01%
103,113
+14,516
2436
$5.56M ﹤0.01%
48,114
+12,487
2437
$5.55M ﹤0.01%
153,294
-30,745
2438
$5.55M ﹤0.01%
203,034
+192,680
2439
$5.54M ﹤0.01%
51,593
+13,796
2440
$5.54M ﹤0.01%
107,814
+20,890
2441
$5.51M ﹤0.01%
529,945
-3,977
2442
$5.5M ﹤0.01%
170,356
-48,646
2443
$5.48M ﹤0.01%
173,951
+40,144
2444
$5.47M ﹤0.01%
205,989
+44,469
2445
$5.47M ﹤0.01%
212,721
+75,938
2446
$5.46M ﹤0.01%
121,041
+3,675
2447
$5.46M ﹤0.01%
309,856
-6,064
2448
0
2449
$5.44M ﹤0.01%
44,644
-1,143
2450
$5.44M ﹤0.01%
272,075
+10,760