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
5451
$55K ﹤0.01%
1,484
+799
5452
$55K ﹤0.01%
+23,956
5453
$54K ﹤0.01%
+4,000
5454
$54K ﹤0.01%
2,350
-75,813
5455
$54K ﹤0.01%
12,500
5456
$53K ﹤0.01%
+12,600
5457
$53K ﹤0.01%
+7
5458
$53K ﹤0.01%
8,302
-74,519
5459
$53K ﹤0.01%
1,750
5460
$53K ﹤0.01%
+2,292
5461
$53K ﹤0.01%
+2,232
5462
$52K ﹤0.01%
+4,000
5463
$52K ﹤0.01%
+1,446
5464
$52K ﹤0.01%
1
5465
$52K ﹤0.01%
+6,490
5466
$52K ﹤0.01%
+4,220
5467
$52K ﹤0.01%
+3,580
5468
$51K ﹤0.01%
34,123
-13,235
5469
$51K ﹤0.01%
+2,129
5470
$51K ﹤0.01%
+7,000
5471
$51K ﹤0.01%
26,750
5472
$51K ﹤0.01%
+3,846
5473
$51K ﹤0.01%
+777
5474
$50K ﹤0.01%
+1,832
5475
$50K ﹤0.01%
+7,319
217 218
219
220 221