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
5051
$159K ﹤0.01%
19,550
-1,000
5052
$159K ﹤0.01%
20,625
-69,844
5053
$158K ﹤0.01%
+9,502
5054
$158K ﹤0.01%
+37,296
5055
$157K ﹤0.01%
25,138
-22,151
5056
$157K ﹤0.01%
+6,381
5057
$157K ﹤0.01%
+8,127
5058
$157K ﹤0.01%
8,644
-2,544
5059
$156K ﹤0.01%
7,969
-16,398
5060
$156K ﹤0.01%
44,296
+1,327
5061
$155K ﹤0.01%
+15,231
5062
$155K ﹤0.01%
+12,663
5063
$155K ﹤0.01%
4,072
-4,921
5064
$154K ﹤0.01%
19,900
-25,380
5065
$154K ﹤0.01%
+11,886
5066
$154K ﹤0.01%
22,776
-252,985
5067
$153K ﹤0.01%
61,084
-8,000
5068
$153K ﹤0.01%
+6,161
5069
$153K ﹤0.01%
30,850
+4,100
5070
$153K ﹤0.01%
12,650
+1,566
5071
$153K ﹤0.01%
+7,316
5072
$153K ﹤0.01%
10,032
5073
$153K ﹤0.01%
3,558
-4,978
5074
$153K ﹤0.01%
131,628
-36,327
5075
$152K ﹤0.01%
+3,906
201 202
203
204 205