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
4501
$421K ﹤0.01%
136,970
-126,489
4502
$420K ﹤0.01%
10,577
+1,325
4503
$420K ﹤0.01%
4,286
4504
$419K ﹤0.01%
17,840
+7,446
4505
$419K ﹤0.01%
30,226
+6,740
4506
$418K ﹤0.01%
20,023
-4,101
4507
$417K ﹤0.01%
24,584
+6,140
4508
$417K ﹤0.01%
10,858
-5,872
4509
$415K ﹤0.01%
59,194
+23,932
4510
$414K ﹤0.01%
32,843
-13,748
4511
$414K ﹤0.01%
89,320
+3,423
4512
$414K ﹤0.01%
17,662
-34,699
4513
$414K ﹤0.01%
27,281
-21,016
4514
$413K ﹤0.01%
+30,900
4515
$413K ﹤0.01%
+19,500
4516
– –
0
4517
$412K ﹤0.01%
+34,663
4518
$411K ﹤0.01%
54,365
+29,689
4519
$411K ﹤0.01%
9,486
-7,928
4520
$409K ﹤0.01%
40,426
+195
4521
$408K ﹤0.01%
3,272
-61,590
4522
$407K ﹤0.01%
17,197
-5,531
4523
$406K ﹤0.01%
+26,374
4524
$406K ﹤0.01%
29,880
+2,766
4525
$406K ﹤0.01%
54,261
-26,377
179 180
181
182 183