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
4901
$220K ﹤0.01%
14,602
-31,423
4902
$219K ﹤0.01%
12,898
-3,867
4903
$219K ﹤0.01%
+5,889
4904
$219K ﹤0.01%
2,533
-4,663
4905
$218K ﹤0.01%
+12,453
4906
$218K ﹤0.01%
122,668
-9,270
4907
$218K ﹤0.01%
+14,729
4908
$218K ﹤0.01%
+24,248
4909
$218K ﹤0.01%
11,001
+324
4910
$214K ﹤0.01%
+29,447
4911
$214K ﹤0.01%
5,349
-4,395
4912
$213K ﹤0.01%
+7,117
4913
$213K ﹤0.01%
+15,130
4914
$213K ﹤0.01%
+3,336
4915
$212K ﹤0.01%
+7,217
4916
$212K ﹤0.01%
4,199
+1,762
4917
$211K ﹤0.01%
25,630
+8,182
4918
$211K ﹤0.01%
498
-506
4919
$211K ﹤0.01%
16,092
-1,554
4920
$211K ﹤0.01%
8,610
+135
4921
$211K ﹤0.01%
14,260
-29,264
4922
$210K ﹤0.01%
10,407
-1,046
4923
$210K ﹤0.01%
13,079
+1,850
4924
$210K ﹤0.01%
+7,686
4925
$210K ﹤0.01%
27,588
+15,427
195 196
197
198 199