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
4726
$306K ﹤0.01%
+4,072
4727
$306K ﹤0.01%
9,938
+625
4728
$306K ﹤0.01%
20,782
+1,782
4729
$305K ﹤0.01%
25,164
-58,427
4730
$305K ﹤0.01%
24,290
+8,261
4731
$305K ﹤0.01%
+33,781
4732
$305K ﹤0.01%
121,550
-58,510
4733
$303K ﹤0.01%
4,277
-558
4734
$302K ﹤0.01%
16,760
-33,795
4735
$302K ﹤0.01%
22,991
-582
4736
$301K ﹤0.01%
18,448
+30
4737
$299K ﹤0.01%
18,741
+4,520
4738
$299K ﹤0.01%
+24,252
4739
$299K ﹤0.01%
24,151
-5,258
4740
$298K ﹤0.01%
23,643
+4,922
4741
$294K ﹤0.01%
16
+6
4742
$294K ﹤0.01%
1,321
-6,647
4743
$293K ﹤0.01%
89
+31
4744
$293K ﹤0.01%
22,474
4745
$293K ﹤0.01%
+24,854
4746
$293K ﹤0.01%
49,099
-18,807
4747
$292K ﹤0.01%
+9,645
4748
$292K ﹤0.01%
+20,191
4749
$291K ﹤0.01%
14,694
-2,321
4750
$291K ﹤0.01%
25,169
+4,719
188 189
190
191 192