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
5001
$177K ﹤0.01%
+22,169
5002
$176K ﹤0.01%
28,802
-13,218
5003
$176K ﹤0.01%
2,227
-3,008
5004
$176K ﹤0.01%
+4,168
5005
$176K ﹤0.01%
+9,012
5006
$176K ﹤0.01%
9,908
-289
5007
$174K ﹤0.01%
34,534
+6,476
5008
$174K ﹤0.01%
+5,410
5009
$173K ﹤0.01%
+8,014
5010
$173K ﹤0.01%
16
+10
5011
$173K ﹤0.01%
15,877
-11,510
5012
$172K ﹤0.01%
+9,340
5013
$172K ﹤0.01%
8,001
-2,657
5014
$172K ﹤0.01%
9,811
+1,787
5015
$172K ﹤0.01%
2,902
-1,674
5016
$170K ﹤0.01%
+6,225
5017
$170K ﹤0.01%
+5,931
5018
$170K ﹤0.01%
17,737
+1,331
5019
$170K ﹤0.01%
44,036
+20,000
5020
$170K ﹤0.01%
1,603
-227
5021
$169K ﹤0.01%
+14,311
5022
$169K ﹤0.01%
33,261
-37,322
5023
$169K ﹤0.01%
+3,500
5024
$168K ﹤0.01%
401
-2,263
5025
$168K ﹤0.01%
16,806
199 200
201
202 203