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
5301
$85K ﹤0.01%
+9,207
5302
$85K ﹤0.01%
10,877
-2,041
5303
$84K ﹤0.01%
+5,650
5304
$84K ﹤0.01%
3,718
-26,610
5305
$83K ﹤0.01%
10,998
+93
5306
$83K ﹤0.01%
+6,903
5307
$83K ﹤0.01%
+3,733
5308
$83K ﹤0.01%
33,313
-15,721
5309
$83K ﹤0.01%
+1,726
5310
$83K ﹤0.01%
17,900
+5,700
5311
$83K ﹤0.01%
+7,968
5312
$82K ﹤0.01%
304
-691
5313
$82K ﹤0.01%
+3,096
5314
$82K ﹤0.01%
+14,119
5315
$82K ﹤0.01%
+3,151
5316
$82K ﹤0.01%
6,407
-6,960
5317
$81K ﹤0.01%
166
-167
5318
$81K ﹤0.01%
31,077
-14,143
5319
$81K ﹤0.01%
7,000
-4,000
5320
$81K ﹤0.01%
+5,147
5321
$81K ﹤0.01%
11,611
-3,900
5322
$81K ﹤0.01%
13,282
-18,040
5323
$80K ﹤0.01%
8,244
-17,544
5324
$80K ﹤0.01%
+2,283
5325
– –
0
211 212
213
214 215