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
5476
$50K ﹤0.01%
+690
5477
$50K ﹤0.01%
+6,448
5478
$50K ﹤0.01%
6,755
-4,023
5479
$50K ﹤0.01%
8,187
-1,912
5480
$50K ﹤0.01%
22,870
-320,917
5481
$50K ﹤0.01%
+14,362
5482
$50K ﹤0.01%
+14,757
5483
$50K ﹤0.01%
+906
5484
$50K ﹤0.01%
+4,310
5485
$50K ﹤0.01%
+18,700
5486
$50K ﹤0.01%
9,697
-2,133
5487
$49K ﹤0.01%
+5,000
5488
$49K ﹤0.01%
+5,000
5489
$49K ﹤0.01%
+10,213
5490
$49K ﹤0.01%
4,796
-15,304
5491
$49K ﹤0.01%
+2,495
5492
$49K ﹤0.01%
2,260
-218,050
5493
$48K ﹤0.01%
+1,704
5494
$48K ﹤0.01%
2,930
-18,650
5495
$48K ﹤0.01%
+2,192
5496
$48K ﹤0.01%
+2,261
5497
$48K ﹤0.01%
+1,650
5498
$48K ﹤0.01%
+2,473
5499
$47K ﹤0.01%
+5,700
5500
$47K ﹤0.01%
+3,718
218 219
220
221 222