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
4526
$405K ﹤0.01%
2,108
+479
4527
$404K ﹤0.01%
32,364
+9,729
4528
$404K ﹤0.01%
69,764
-73,435
4529
$404K ﹤0.01%
7,666
-1,260
4530
$403K ﹤0.01%
10,414
-5,022
4531
$401K ﹤0.01%
157,708
-243,947
4532
$400K ﹤0.01%
1
4533
$400K ﹤0.01%
+22,338
4534
$399K ﹤0.01%
22,098
-29,300
4535
$399K ﹤0.01%
13,508
-72,204
4536
$398K ﹤0.01%
22,274
-17,168
4537
$398K ﹤0.01%
8,514
+801
4538
$398K ﹤0.01%
9,357
+4,154
4539
$397K ﹤0.01%
5,976
+693
4540
$397K ﹤0.01%
173,458
+85,945
4541
$396K ﹤0.01%
42,877
-49,918
4542
$396K ﹤0.01%
12,446
+4,161
4543
$396K ﹤0.01%
9,551
-321
4544
$396K ﹤0.01%
64,607
-92,812
4545
$394K ﹤0.01%
62,946
-9,047
4546
$394K ﹤0.01%
25,616
-6,170
4547
$394K ﹤0.01%
339,305
-29,734
4548
$394K ﹤0.01%
+15,135
4549
$393K ﹤0.01%
32,450
+4,525
4550
$393K ﹤0.01%
52,448
+35,434
180 181
182
183 184