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
5326
$80K ﹤0.01%
16,082
-731
5327
$80K ﹤0.01%
7,569
-10,429
5328
$80K ﹤0.01%
+4,171
5329
$79K ﹤0.01%
+3,200
5330
$79K ﹤0.01%
+15,595
5331
$79K ﹤0.01%
+7,000
5332
$79K ﹤0.01%
+4,780
5333
$79K ﹤0.01%
+8,749
5334
$79K ﹤0.01%
+6,083
5335
$78K ﹤0.01%
+8,737
5336
$78K ﹤0.01%
+3
5337
$78K ﹤0.01%
+5,395
5338
$78K ﹤0.01%
10,488
-84,488
5339
$78K ﹤0.01%
+3,412
5340
$78K ﹤0.01%
+4,787
5341
$77K ﹤0.01%
+6,540
5342
$77K ﹤0.01%
+4,500
5343
$77K ﹤0.01%
4,481
-660
5344
$77K ﹤0.01%
+11,690
5345
$77K ﹤0.01%
+10,420
5346
$77K ﹤0.01%
13,605
-10,441
5347
$76K ﹤0.01%
2,408
-5,978
5348
$76K ﹤0.01%
+13,155
5349
$76K ﹤0.01%
+338
5350
$76K ﹤0.01%
+9,310
212 213
214
215 216