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
5126
$137K ﹤0.01%
+128
5127
$137K ﹤0.01%
+5,599
5128
$137K ﹤0.01%
+10,168
5129
$136K ﹤0.01%
+1,531
5130
$136K ﹤0.01%
11,295
+9,540
5131
$136K ﹤0.01%
11,566
-7,851
5132
$135K ﹤0.01%
+6,834
5133
$135K ﹤0.01%
+4,414
5134
$135K ﹤0.01%
19,018
+1,175
5135
$135K ﹤0.01%
14,351
-31,966
5136
$135K ﹤0.01%
73,359
-13,736
5137
$135K ﹤0.01%
+7,503
5138
$135K ﹤0.01%
85,055
-74,300
5139
$134K ﹤0.01%
+6,746
5140
$134K ﹤0.01%
+3,767
5141
$134K ﹤0.01%
10,567
-4,958
5142
$133K ﹤0.01%
+4,967
5143
$133K ﹤0.01%
9,916
-24,521
5144
$133K ﹤0.01%
+17,898
5145
$132K ﹤0.01%
+12,042
5146
– –
0
5147
$132K ﹤0.01%
+5,238
5148
$132K ﹤0.01%
+6,595
5149
$131K ﹤0.01%
37,108
-3,380
5150
$131K ﹤0.01%
7,821
-3,240
204 205
206
207 208