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
2451
$5.44M ﹤0.01%
219,978
-29,958
2452
$5.43M ﹤0.01%
193,903
-158,259
2453
$5.43M ﹤0.01%
151,703
-17,186
2454
$5.43M ﹤0.01%
+85,974
2455
$5.42M ﹤0.01%
113,356
+19,835
2456
$5.41M ﹤0.01%
191,982
-15,243
2457
$5.39M ﹤0.01%
157,408
+11,035
2458
$5.38M ﹤0.01%
69,873
+22,081
2459
$5.38M ﹤0.01%
417,601
+173,480
2460
$5.38M ﹤0.01%
164,518
-39,241
2461
$5.38M ﹤0.01%
201,205
+119,169
2462
$5.37M ﹤0.01%
218,014
+202,597
2463
$5.36M ﹤0.01%
207,513
+116,121
2464
$5.36M ﹤0.01%
210,884
-6,393
2465
$5.35M ﹤0.01%
624,388
-3,313
2466
$5.35M ﹤0.01%
28,037
+2,231
2467
$5.33M ﹤0.01%
431,660
-120,947
2468
$5.33M ﹤0.01%
120,285
-18,819
2469
$5.32M ﹤0.01%
800,845
+173,924
2470
$5.31M ﹤0.01%
337,140
-545,948
2471
$5.31M ﹤0.01%
434,890
+278,792
2472
$5.29M ﹤0.01%
509,098
+11,940
2473
$5.29M ﹤0.01%
231,920
-298,885
2474
$5.29M ﹤0.01%
93,415
-6,675
2475
$5.28M ﹤0.01%
125,861
+119,080