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
4651
$342K ﹤0.01%
30,279
-33,854
4652
$342K ﹤0.01%
11,480
-7,359
4653
$342K ﹤0.01%
19,198
-31,141
4654
$341K ﹤0.01%
18,278
-9,266
4655
$341K ﹤0.01%
20,579
+3,250
4656
$341K ﹤0.01%
25,520
+1,157
4657
$340K ﹤0.01%
6,482
-8,169
4658
$339K ﹤0.01%
1,168
-3,594
4659
$339K ﹤0.01%
26
+8
4660
$339K ﹤0.01%
24,382
-3,217
4661
$339K ﹤0.01%
9,433
-594
4662
$338K ﹤0.01%
10,954
-3,408
4663
$338K ﹤0.01%
14,469
+3,763
4664
$337K ﹤0.01%
+15,761
4665
$337K ﹤0.01%
1,837
+609
4666
$337K ﹤0.01%
27,455
+10,429
4667
$337K ﹤0.01%
18,806
+6,577
4668
$336K ﹤0.01%
+19,040
4669
$335K ﹤0.01%
90,020
+807
4670
$334K ﹤0.01%
51,987
+28,253
4671
$334K ﹤0.01%
+12,463
4672
$333K ﹤0.01%
47,116
-66
4673
$333K ﹤0.01%
61,604
-30,522
4674
$333K ﹤0.01%
+10,886
4675
$333K ﹤0.01%
19,769
-139
185 186
187
188 189