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
4926
$209K ﹤0.01%
19,124
-77,647
4927
$208K ﹤0.01%
+5,211
4928
$208K ﹤0.01%
+57,861
4929
$206K ﹤0.01%
24
-46
4930
$206K ﹤0.01%
973
+116
4931
$205K ﹤0.01%
+17,458
4932
$204K ﹤0.01%
+4,900
4933
$204K ﹤0.01%
73,176
+52,680
4934
$203K ﹤0.01%
4,560
4935
$203K ﹤0.01%
+3,183
4936
$203K ﹤0.01%
6,019
-171
4937
$203K ﹤0.01%
203,150
+126,439
4938
$202K ﹤0.01%
4,595
-23,123
4939
– –
0
4940
$202K ﹤0.01%
+8,772
4941
$202K ﹤0.01%
+8,670
4942
$201K ﹤0.01%
12,438
+8,663
4943
$201K ﹤0.01%
8,408
-23,674
4944
$200K ﹤0.01%
16,338
-1,500
4945
$200K ﹤0.01%
+6,081
4946
$199K ﹤0.01%
712
+116
4947
$197K ﹤0.01%
+7,034
4948
$197K ﹤0.01%
48,176
-1,400
4949
$197K ﹤0.01%
29,946
-20,492
4950
$197K ﹤0.01%
+17,465
196 197
198
199 200