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
4801
$269K ﹤0.01%
5,474
+95
4802
$269K ﹤0.01%
14,717
-56,627
4803
$268K ﹤0.01%
+6,909
4804
$267K ﹤0.01%
3,403
+20
4805
$267K ﹤0.01%
14,557
-2,463
4806
$266K ﹤0.01%
+295
4807
$265K ﹤0.01%
4,263
-5,265
4808
$265K ﹤0.01%
9,777
+600
4809
$265K ﹤0.01%
15,317
+3,957
4810
$264K ﹤0.01%
17,526
+2,315
4811
$264K ﹤0.01%
9,619
-14,432
4812
$260K ﹤0.01%
+13,293
4813
$259K ﹤0.01%
99,143
+2,832
4814
$259K ﹤0.01%
44,757
+13,854
4815
$259K ﹤0.01%
118,211
-1,100,246
4816
$258K ﹤0.01%
28,611
-22,613
4817
$258K ﹤0.01%
20,543
-3,669
4818
$258K ﹤0.01%
140,040
+67,368
4819
$257K ﹤0.01%
11,000
-1,400
4820
$255K ﹤0.01%
38,592
-20,403
4821
$255K ﹤0.01%
+13,668
4822
$255K ﹤0.01%
15,615
-2,630
4823
$255K ﹤0.01%
+10,137
4824
$255K ﹤0.01%
+13,045
4825
$255K ﹤0.01%
16,416
-4,918
191 192
193
194 195