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
4976
$188K ﹤0.01%
+36,400
4977
$187K ﹤0.01%
2,852
-5,143
4978
$186K ﹤0.01%
3,088
-57,657
4979
$186K ﹤0.01%
46,433
+14,085
4980
$186K ﹤0.01%
3,252
-24,436
4981
$186K ﹤0.01%
16,014
-3,100
4982
$185K ﹤0.01%
6,736
+5,173
4983
– –
-1
4984
$184K ﹤0.01%
+11,941
4985
$184K ﹤0.01%
+26,096
4986
$184K ﹤0.01%
+7,244
4987
$184K ﹤0.01%
+2,245
4988
$183K ﹤0.01%
+8,797
4989
$182K ﹤0.01%
+29,671
4990
$182K ﹤0.01%
+19,086
4991
$182K ﹤0.01%
13,759
-1,032
4992
$181K ﹤0.01%
27,104
4993
$180K ﹤0.01%
+9,382
4994
$179K ﹤0.01%
+8,248
4995
$179K ﹤0.01%
6,496
-3,272
4996
$179K ﹤0.01%
11,055
+79
4997
$178K ﹤0.01%
+177
4998
$178K ﹤0.01%
5,011
-2,069
4999
$178K ﹤0.01%
+8,119
5000
$177K ﹤0.01%
+3,439
198 199
200
201 202