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
5101
$144K ﹤0.01%
+4,505
5102
$144K ﹤0.01%
36,870
+2,866
5103
$143K ﹤0.01%
2,618
-2,473
5104
$143K ﹤0.01%
+2,600
5105
$143K ﹤0.01%
39,314
-24,806
5106
$143K ﹤0.01%
14,217
5107
$143K ﹤0.01%
17,680
+3,056
5108
$142K ﹤0.01%
743
-7,820
5109
$142K ﹤0.01%
+7,704
5110
$142K ﹤0.01%
8,308
-3,649
5111
$141K ﹤0.01%
+9,271
5112
$141K ﹤0.01%
6,500
-6,172
5113
$140K ﹤0.01%
+7,487
5114
$140K ﹤0.01%
5,122
-157,270
5115
$140K ﹤0.01%
+8,896
5116
$140K ﹤0.01%
203,573
-11,857
5117
$140K ﹤0.01%
3,109
-3,561
5118
$139K ﹤0.01%
+5,488
5119
$139K ﹤0.01%
+3,399
5120
$138K ﹤0.01%
+11,786
5121
$138K ﹤0.01%
+6,746
5122
$138K ﹤0.01%
12,453
-91
5123
$138K ﹤0.01%
3,626
-1,499
5124
$138K ﹤0.01%
220,600
-8,400
5125
$138K ﹤0.01%
+9,182
203 204
205
206 207