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
5551
$41K ﹤0.01%
+2,477
5552
$41K ﹤0.01%
+3,730
5553
$40K ﹤0.01%
+7,020
5554
$40K ﹤0.01%
+5,539
5555
$40K ﹤0.01%
1,135
-19,089
5556
$40K ﹤0.01%
21,398
-29,256
5557
$40K ﹤0.01%
+5,040
5558
– –
0
5559
$39K ﹤0.01%
32,773
5560
$39K ﹤0.01%
+9,534
5561
$39K ﹤0.01%
236,225
-39,500
5562
$39K ﹤0.01%
+1,521
5563
$38K ﹤0.01%
+2,519
5564
$38K ﹤0.01%
+221
5565
$38K ﹤0.01%
8,702
-7,999
5566
$38K ﹤0.01%
1,619
-1,671
5567
$38K ﹤0.01%
+5,554
5568
$38K ﹤0.01%
+4,558
5569
$38K ﹤0.01%
+1,731
5570
$38K ﹤0.01%
+3,341
5571
$38K ﹤0.01%
+1,900
5572
$38K ﹤0.01%
5,456
-4,600
5573
$38K ﹤0.01%
+874
5574
$38K ﹤0.01%
+1,080
5575
$38K ﹤0.01%
32,427
-9,831
221 222
223
224 225