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
5076
$151K ﹤0.01%
+6,444
5077
$151K ﹤0.01%
+10,363
5078
$151K ﹤0.01%
+1,776
5079
$150K ﹤0.01%
2,525
-2,817
5080
$149K ﹤0.01%
4,806
-1,759
5081
$149K ﹤0.01%
+10,698
5082
$149K ﹤0.01%
68,924
-105,595
5083
$148K ﹤0.01%
8,575
-1,890
5084
$148K ﹤0.01%
12,758
+258
5085
$148K ﹤0.01%
11,087
-18,118
5086
$147K ﹤0.01%
5,444
-15,575
5087
$147K ﹤0.01%
45,000
5088
$147K ﹤0.01%
16,506
-10,761
5089
$147K ﹤0.01%
11,240
+163
5090
$147K ﹤0.01%
15,100
+5,100
5091
$146K ﹤0.01%
12,741
-1,387
5092
$146K ﹤0.01%
+7,109
5093
$146K ﹤0.01%
6,171
-57,388
5094
$145K ﹤0.01%
+3,501
5095
$145K ﹤0.01%
14,329
+739
5096
$145K ﹤0.01%
+12,630
5097
$145K ﹤0.01%
43,572
-27,462
5098
$145K ﹤0.01%
62,721
+5,909
5099
$144K ﹤0.01%
+4,865
5100
$144K ﹤0.01%
3,137
-15,640
202 203
204
205 206