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
5401
$64K ﹤0.01%
22,156
-128,839
5402
$64K ﹤0.01%
5,535
+2,943
5403
$64K ﹤0.01%
+1,123
5404
$64K ﹤0.01%
+12,000
5405
$64K ﹤0.01%
3,874
-16,754
5406
$64K ﹤0.01%
+1,703
5407
$63K ﹤0.01%
+71
5408
$63K ﹤0.01%
+6,876
5409
$63K ﹤0.01%
1,897
+964
5410
$63K ﹤0.01%
+3,063
5411
$62K ﹤0.01%
+4,087
5412
$62K ﹤0.01%
+3,590
5413
$62K ﹤0.01%
9,297
-6,608
5414
$62K ﹤0.01%
+7,152
5415
$62K ﹤0.01%
+10,071
5416
$62K ﹤0.01%
16,577
-42,346
5417
$62K ﹤0.01%
7,179
-18,771
5418
$61K ﹤0.01%
+9,099
5419
$61K ﹤0.01%
+4,966
5420
$61K ﹤0.01%
46,544
-59,200
5421
$60K ﹤0.01%
+2,984
5422
$60K ﹤0.01%
+2,983
5423
$60K ﹤0.01%
33,275
+9,246
5424
$60K ﹤0.01%
16,464
+4,335
5425
$60K ﹤0.01%
+7,353
215 216
217
218 219