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
4951
$197K ﹤0.01%
7,415
-56,865
4952
$196K ﹤0.01%
15,435
4953
$196K ﹤0.01%
28,554
-1,543
4954
$195K ﹤0.01%
5,713
-2,715
4955
$195K ﹤0.01%
+14,999
4956
$195K ﹤0.01%
97,548
+14,140
4957
$195K ﹤0.01%
55,679
+28,918
4958
$194K ﹤0.01%
+12,616
4959
$194K ﹤0.01%
21,234
-24,172
4960
$194K ﹤0.01%
10,676
+29
4961
$194K ﹤0.01%
16,070
-9,153
4962
$194K ﹤0.01%
24,113
-24,101
4963
$193K ﹤0.01%
43,590
-199,458
4964
$193K ﹤0.01%
15,228
4965
$193K ﹤0.01%
1,107
-376
4966
$193K ﹤0.01%
6,521
-3,042
4967
$191K ﹤0.01%
+3,922
4968
$190K ﹤0.01%
+12,106
4969
$190K ﹤0.01%
602
-320
4970
$190K ﹤0.01%
11,540
+8,890
4971
$190K ﹤0.01%
103,407
+65,450
4972
$190K ﹤0.01%
2,249
-377
4973
$189K ﹤0.01%
+1,975
4974
$189K ﹤0.01%
23,693
+9,920
4975
$189K ﹤0.01%
14,562
197 198
199
200 201