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
5351
$75K ﹤0.01%
+8,239
5352
$75K ﹤0.01%
13,300
-6,000
5353
$75K ﹤0.01%
+26,023
5354
$75K ﹤0.01%
+1,098
5355
$74K ﹤0.01%
8,024
-2,071
5356
$74K ﹤0.01%
11,263
-1,134
5357
$74K ﹤0.01%
+3,487
5358
$74K ﹤0.01%
+5,088
5359
$74K ﹤0.01%
+713
5360
$74K ﹤0.01%
1,388
-20
5361
$74K ﹤0.01%
10,240
-49,699
5362
$73K ﹤0.01%
23,995
-3,057
5363
$73K ﹤0.01%
+4,194
5364
$73K ﹤0.01%
+5,173
5365
$72K ﹤0.01%
1,131
-13,150
5366
$72K ﹤0.01%
+4,829
5367
$72K ﹤0.01%
+2,720
5368
$72K ﹤0.01%
14,138
-10,583
5369
$71K ﹤0.01%
+1,492
5370
$71K ﹤0.01%
+6,963
5371
$71K ﹤0.01%
+13,600
5372
$71K ﹤0.01%
16,097
-76,352
5373
$71K ﹤0.01%
+5,843
5374
$71K ﹤0.01%
+5,540
5375
$70K ﹤0.01%
49,681
-2,300
213 214
215
216 217