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
5151
$131K ﹤0.01%
13,893
5152
$131K ﹤0.01%
12,518
-1,540
5153
$131K ﹤0.01%
+23,587
5154
$131K ﹤0.01%
+6,174
5155
$130K ﹤0.01%
3,844
-5,340
5156
$129K ﹤0.01%
12,663
-2,245
5157
$128K ﹤0.01%
+9,979
5158
$128K ﹤0.01%
+3,711
5159
$128K ﹤0.01%
+7,214
5160
$127K ﹤0.01%
2,292
-5,856
5161
$127K ﹤0.01%
+19,200
5162
$127K ﹤0.01%
+4,248
5163
$127K ﹤0.01%
2,243
-1,008
5164
$126K ﹤0.01%
+5,928
5165
$126K ﹤0.01%
+4,154
5166
$126K ﹤0.01%
9,652
-7,774
5167
$126K ﹤0.01%
11,414
5168
$126K ﹤0.01%
+4,807
5169
$125K ﹤0.01%
+1,300
5170
$125K ﹤0.01%
6,257
-65,622
5171
$125K ﹤0.01%
+40,861
5172
$125K ﹤0.01%
+6,514
5173
$124K ﹤0.01%
13,254
-9,429
5174
$124K ﹤0.01%
+32,949
5175
$123K ﹤0.01%
+4,900
205 206
207
208 209