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
4851
$243K ﹤0.01%
29,650
-100
4852
$242K ﹤0.01%
36,860
+8,589
4853
$241K ﹤0.01%
+13,166
4854
$240K ﹤0.01%
+9,723
4855
$240K ﹤0.01%
5,020
-9,764
4856
$240K ﹤0.01%
65
+19
4857
$240K ﹤0.01%
17,669
-1,941
4858
$239K ﹤0.01%
49,583
-4,873
4859
$239K ﹤0.01%
87,442
-687,226
4860
$239K ﹤0.01%
4,805
4861
$237K ﹤0.01%
+18,533
4862
$236K ﹤0.01%
32,940
+10,306
4863
$235K ﹤0.01%
33,730
-12,205
4864
$235K ﹤0.01%
6,486
+557
4865
$234K ﹤0.01%
23,463
+1,599
4866
$234K ﹤0.01%
30,022
+9,192
4867
$233K ﹤0.01%
+10,998
4868
$232K ﹤0.01%
15,488
-1,688
4869
$232K ﹤0.01%
+16,711
4870
$232K ﹤0.01%
7,924
4871
$232K ﹤0.01%
15,357
+1,413
4872
$232K ﹤0.01%
20,600
4873
$232K ﹤0.01%
31,838
+12,854
4874
$232K ﹤0.01%
13,163
-2,349
4875
$231K ﹤0.01%
27,078
+13,347
193 194
195
196 197