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
5651
$30K ﹤0.01%
+524
5652
$30K ﹤0.01%
+50
5653
$30K ﹤0.01%
21,200
+2,829
5654
$30K ﹤0.01%
+715
5655
$30K ﹤0.01%
5,543
-99,398
5656
$29K ﹤0.01%
+2,562
5657
$29K ﹤0.01%
+3,305
5658
$29K ﹤0.01%
2,100
-7,997
5659
$29K ﹤0.01%
+838
5660
$29K ﹤0.01%
+2,700
5661
$29K ﹤0.01%
30,061
5662
$28K ﹤0.01%
1
5663
$28K ﹤0.01%
13,000
-2,500
5664
$28K ﹤0.01%
+3,626
5665
$28K ﹤0.01%
+1,528
5666
$28K ﹤0.01%
+1,081
5667
$28K ﹤0.01%
14
-48
5668
$28K ﹤0.01%
+2,572
5669
$27K ﹤0.01%
+3,875
5670
$27K ﹤0.01%
+3,400
5671
$27K ﹤0.01%
2,759
-393
5672
$27K ﹤0.01%
+2,245
5673
$27K ﹤0.01%
+1,504
5674
$27K ﹤0.01%
41,092
+8,931
5675
$27K ﹤0.01%
6,944
-8,090
225 226
227
228 229