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
5201
$116K ﹤0.01%
9,969
-9,933
5202
$116K ﹤0.01%
+12,661
5203
$116K ﹤0.01%
14,421
-90,298
5204
$116K ﹤0.01%
+90,386
5205
$115K ﹤0.01%
17,294
-83,198
5206
$115K ﹤0.01%
96,155
+46,950
5207
$115K ﹤0.01%
8,210
-5,288
5208
$115K ﹤0.01%
54,794
+25,394
5209
$115K ﹤0.01%
24,918
-250
5210
$115K ﹤0.01%
14,957
-13,755
5211
$114K ﹤0.01%
+21,974
5212
$114K ﹤0.01%
26,834
-3,252
5213
$114K ﹤0.01%
+6,694
5214
$114K ﹤0.01%
3,369
-48,758
5215
$114K ﹤0.01%
+5,900
5216
$113K ﹤0.01%
4,417
-3,639
5217
$112K ﹤0.01%
32,801
+287
5218
$111K ﹤0.01%
19,460
5219
$111K ﹤0.01%
47,637
+35,974
5220
$111K ﹤0.01%
15,083
-30
5221
$110K ﹤0.01%
21,020
+7,766
5222
$109K ﹤0.01%
+8,667
5223
$109K ﹤0.01%
72,349
+38,690
5224
$109K ﹤0.01%
+4,404
5225
$109K ﹤0.01%
15,432
+136
207 208
209
210 211