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
5576
$38K ﹤0.01%
+734
5577
$37K ﹤0.01%
40,064
-31,777
5578
$37K ﹤0.01%
+805
5579
$37K ﹤0.01%
521
-916
5580
$37K ﹤0.01%
16
-47
5581
$37K ﹤0.01%
+1,649
5582
$37K ﹤0.01%
2,231
-18,325
5583
$37K ﹤0.01%
+5,000
5584
$37K ﹤0.01%
+1,474
5585
$37K ﹤0.01%
+7,069
5586
$37K ﹤0.01%
+1,415
5587
$37K ﹤0.01%
+3,616
5588
$36K ﹤0.01%
+2,800
5589
– –
0
5590
$36K ﹤0.01%
12,683
+1,092
5591
$36K ﹤0.01%
+3,533
5592
$36K ﹤0.01%
+2,768
5593
$36K ﹤0.01%
+2,171
5594
$36K ﹤0.01%
11,779
-3,658
5595
$36K ﹤0.01%
+14,702
5596
$36K ﹤0.01%
+5,000
5597
$35K ﹤0.01%
11,717
-3,704
5598
$35K ﹤0.01%
+451
5599
$35K ﹤0.01%
+872
5600
$35K ﹤0.01%
6,076
-104,864
222 223
224
225 226