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
4676
$333K ﹤0.01%
+6,625
4677
$332K ﹤0.01%
12,174
-9,338
4678
$332K ﹤0.01%
39,248
-3,521
4679
$332K ﹤0.01%
14
-6
4680
$332K ﹤0.01%
140,501
+2,528
4681
$332K ﹤0.01%
+17,527
4682
$332K ﹤0.01%
25,429
+3,363
4683
$332K ﹤0.01%
109,981
+74,074
4684
$331K ﹤0.01%
+5,099
4685
$331K ﹤0.01%
20,349
-46,801
4686
$329K ﹤0.01%
19,209
+1,462
4687
$329K ﹤0.01%
17,665
-32,472
4688
$328K ﹤0.01%
7,356
+333
4689
$328K ﹤0.01%
73,184
+16,057
4690
$326K ﹤0.01%
+22,254
4691
$326K ﹤0.01%
18,169
+118
4692
$325K ﹤0.01%
12,355
+560
4693
$325K ﹤0.01%
6,459
-208
4694
$325K ﹤0.01%
31,978
+3,434
4695
$324K ﹤0.01%
14,739
-6,741
4696
$324K ﹤0.01%
+11,555
4697
$323K ﹤0.01%
20,770
+3,887
4698
$323K ﹤0.01%
+11,952
4699
$323K ﹤0.01%
+14,853
4700
$322K ﹤0.01%
+16,194
186 187
188
189 190