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
4426
$466K ﹤0.01%
+23,396
4427
$465K ﹤0.01%
9,659
+210
4428
$464K ﹤0.01%
89,370
+3,446
4429
$463K ﹤0.01%
90,680
-61,444
4430
$462K ﹤0.01%
14,285
+2,267
4431
$462K ﹤0.01%
21,234
+799
4432
$462K ﹤0.01%
+13,782
4433
$460K ﹤0.01%
12,135
+9,135
4434
$459K ﹤0.01%
23,518
-2,322
4435
$459K ﹤0.01%
476
+314
4436
$459K ﹤0.01%
35,312
-13,038
4437
$459K ﹤0.01%
34,828
-3,682
4438
$458K ﹤0.01%
16,652
-1,175
4439
$457K ﹤0.01%
28,640
-3,785
4440
$457K ﹤0.01%
41,238
-8,775
4441
$457K ﹤0.01%
8,316
+960
4442
$457K ﹤0.01%
49,092
+143
4443
$456K ﹤0.01%
1,968
-1,210
4444
$455K ﹤0.01%
+30,277
4445
$454K ﹤0.01%
27,386
+10,507
4446
$454K ﹤0.01%
34,363
-27,286
4447
$452K ﹤0.01%
6,623
+233
4448
$452K ﹤0.01%
9,329
+4,496
4449
$452K ﹤0.01%
5,095
+2,808
4450
$451K ﹤0.01%
34,840
-1,780
176 177
178
179 180