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
5626
$33K ﹤0.01%
+1,140
5627
$33K ﹤0.01%
2,919
-97,849
5628
$32K ﹤0.01%
+9,700
5629
$32K ﹤0.01%
14,046
5630
$32K ﹤0.01%
+2,300
5631
$32K ﹤0.01%
+3,200
5632
$32K ﹤0.01%
+18
5633
$32K ﹤0.01%
+2,000
5634
$32K ﹤0.01%
+2,280
5635
$32K ﹤0.01%
+585
5636
$32K ﹤0.01%
+646
5637
$32K ﹤0.01%
+3,521
5638
$32K ﹤0.01%
+2,860
5639
$32K ﹤0.01%
+2,600
5640
$31K ﹤0.01%
+1,628
5641
$31K ﹤0.01%
5,267
-164,318
5642
– –
0
5643
$31K ﹤0.01%
+3,914
5644
$31K ﹤0.01%
1,762
-102,359
5645
$31K ﹤0.01%
+1,594
5646
$31K ﹤0.01%
55,958
+31,600
5647
$31K ﹤0.01%
+2,058
5648
$31K ﹤0.01%
+12,100
5649
$31K ﹤0.01%
+6,596
5650
$30K ﹤0.01%
3,600
-1,000
224 225
226
227 228