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
5676
$27K ﹤0.01%
+1,087
5677
$26K ﹤0.01%
11,224
-3,846
5678
$26K ﹤0.01%
+1,018
5679
$26K ﹤0.01%
+603
5680
$26K ﹤0.01%
+10,000
5681
$26K ﹤0.01%
+2,844
5682
$25K ﹤0.01%
+6,200
5683
$25K ﹤0.01%
+3,324
5684
$25K ﹤0.01%
4,555
-43,803
5685
$25K ﹤0.01%
+1,120
5686
$25K ﹤0.01%
+543
5687
$25K ﹤0.01%
+4,691
5688
$25K ﹤0.01%
14,170
-1,174
5689
$25K ﹤0.01%
+44
5690
$24K ﹤0.01%
+478
5691
$24K ﹤0.01%
+230
5692
$23K ﹤0.01%
+3,021
5693
$23K ﹤0.01%
+1,216
5694
$23K ﹤0.01%
+2,907
5695
$23K ﹤0.01%
+461
5696
$23K ﹤0.01%
+1,087
5697
$23K ﹤0.01%
+1,798
5698
$23K ﹤0.01%
11,514
-1,957,862
5699
$23K ﹤0.01%
2,700
-103,291
5700
$23K ﹤0.01%
42,905
-11,299
226 227
228
229 230