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
5251
$98K ﹤0.01%
12,198
-64,402
5252
$98K ﹤0.01%
6,039
-8,375
5253
$98K ﹤0.01%
+5,600
5254
$97K ﹤0.01%
12,600
-5,078
5255
$97K ﹤0.01%
8,015
-2,633
5256
$97K ﹤0.01%
21
+8
5257
$97K ﹤0.01%
484
-600
5258
$97K ﹤0.01%
7,988
-47,568
5259
$97K ﹤0.01%
2,845
-409
5260
$97K ﹤0.01%
+5,791
5261
$97K ﹤0.01%
6,035
-77,813
5262
$96K ﹤0.01%
25,925
-4,000
5263
$96K ﹤0.01%
+11,666
5264
$96K ﹤0.01%
+3,415
5265
$96K ﹤0.01%
+2,520
5266
$96K ﹤0.01%
+2,017
5267
$95K ﹤0.01%
+37
5268
$95K ﹤0.01%
5,358
-14,171
5269
$95K ﹤0.01%
+10,449
5270
$94K ﹤0.01%
28,819
+8,764
5271
$94K ﹤0.01%
4,964
-17,641
5272
$94K ﹤0.01%
7,784
-6,068
5273
$93K ﹤0.01%
+4,685
5274
$92K ﹤0.01%
+5,099
5275
$92K ﹤0.01%
+733
209 210
211
212 213