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
4551
$391K ﹤0.01%
10,535
-1,804
4552
$391K ﹤0.01%
+16,909
4553
$390K ﹤0.01%
+22,760
4554
$390K ﹤0.01%
13,904
-590
4555
$389K ﹤0.01%
5,343
+244
4556
$388K ﹤0.01%
13,595
-19,759
4557
$388K ﹤0.01%
25,631
+1,831
4558
$387K ﹤0.01%
13,191
-7,578
4559
$387K ﹤0.01%
5,638
-326
4560
$387K ﹤0.01%
23,087
-81,891
4561
$386K ﹤0.01%
29,054
-603
4562
$386K ﹤0.01%
5,490
+594
4563
$386K ﹤0.01%
88,895
-105,742
4564
$384K ﹤0.01%
27,475
+13,174
4565
$384K ﹤0.01%
+28,622
4566
$384K ﹤0.01%
23,245
+11,892
4567
$382K ﹤0.01%
24,497
-6,764
4568
$382K ﹤0.01%
26,267
-78
4569
$382K ﹤0.01%
13,260
-128
4570
$381K ﹤0.01%
+6,152
4571
$381K ﹤0.01%
87,653
+70,733
4572
$380K ﹤0.01%
65,528
-81,115
4573
$380K ﹤0.01%
37,881
+22,010
4574
$379K ﹤0.01%
37,139
+14,143
4575
$379K ﹤0.01%
24,198
+3,984
181 182
183
184 185