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
5276
$92K ﹤0.01%
1,683
-259
5277
$92K ﹤0.01%
43,063
+14,744
5278
$92K ﹤0.01%
4,976
-85,825
5279
$91K ﹤0.01%
+39,390
5280
$91K ﹤0.01%
+9,066
5281
$91K ﹤0.01%
12,239
-12,719
5282
$90K ﹤0.01%
21,751
-39,338
5283
$90K ﹤0.01%
+1,130
5284
$90K ﹤0.01%
+1,402
5285
$90K ﹤0.01%
15,747
-36,406
5286
$90K ﹤0.01%
+4,566
5287
$90K ﹤0.01%
+2,970
5288
$89K ﹤0.01%
3,088
-9,897
5289
$88K ﹤0.01%
+4,171
5290
$88K ﹤0.01%
+4,688
5291
$88K ﹤0.01%
43
-66
5292
$88K ﹤0.01%
+8,753
5293
$87K ﹤0.01%
+4,213
5294
$87K ﹤0.01%
+18,455
5295
$87K ﹤0.01%
6,412
-5,989
5296
$87K ﹤0.01%
+4,250
5297
$87K ﹤0.01%
+6,197
5298
$85K ﹤0.01%
+13,947
5299
$85K ﹤0.01%
+2,678
5300
$85K ﹤0.01%
5,909
-6,678
210 211
212
213 214