Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
+$873M
2
+$802M
3
+$763M
4
HLT icon
Hilton Worldwide
HLT
+$587M
5
WMB icon
Williams Companies
WMB
+$368M

Top Sells

1
+$1.44B
2
+$947M
3
+$927M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$378M

Sector Composition

1 Technology 9.15%
2 Financials 8.97%
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
5551
$41K ﹤0.01%
+2,025
5552
$41K ﹤0.01%
2,155
-20,815
5553
$41K ﹤0.01%
+2,477
5554
$41K ﹤0.01%
+3,730
5555
$40K ﹤0.01%
+7,020
5556
$40K ﹤0.01%
+5,539
5557
$40K ﹤0.01%
1,135
-19,089
5558
$40K ﹤0.01%
21,398
-29,256
5559
$40K ﹤0.01%
+5,040
5560
$39K ﹤0.01%
236,225
-39,500
5561
$39K ﹤0.01%
+1,521
5562
– –
0
5563
$39K ﹤0.01%
32,773
5564
$39K ﹤0.01%
+9,534
5565
$38K ﹤0.01%
+2,519
5566
$38K ﹤0.01%
+221
5567
$38K ﹤0.01%
8,702
-7,999
5568
$38K ﹤0.01%
1,619
-1,671
5569
$38K ﹤0.01%
+5,554
5570
$38K ﹤0.01%
+4,558
5571
$38K ﹤0.01%
+1,731
5572
$38K ﹤0.01%
+3,341
5573
$38K ﹤0.01%
+1,900
5574
$38K ﹤0.01%
5,456
-4,600
5575
$38K ﹤0.01%
+874
221 222
223
224 225