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
5726
$20K ﹤0.01%
+2,000
5727
$20K ﹤0.01%
+2,632
5728
$20K ﹤0.01%
+4,000
5729
$20K ﹤0.01%
+1,500
5730
$20K ﹤0.01%
+3,451
5731
$20K ﹤0.01%
+375
5732
$20K ﹤0.01%
17,912
5733
$20K ﹤0.01%
3,394
-15,555
5734
$20K ﹤0.01%
6,328
-4,305
5735
$20K ﹤0.01%
5,126
-226,462
5736
$20K ﹤0.01%
9
-3
5737
$19K ﹤0.01%
+3,305
5738
$19K ﹤0.01%
+3,199
5739
$19K ﹤0.01%
+6
5740
$19K ﹤0.01%
+3,053
5741
$19K ﹤0.01%
1,119
-14,751
5742
$19K ﹤0.01%
+50
5743
$19K ﹤0.01%
1,746
-54,855
5744
$19K ﹤0.01%
+1,575
5745
$19K ﹤0.01%
3,347
-44
5746
$19K ﹤0.01%
+4,073
5747
$19K ﹤0.01%
245,888
-1,952
5748
$19K ﹤0.01%
517
-6,427
5749
$19K ﹤0.01%
+2,941
5750
$18K ﹤0.01%
778
-406
228 229
230
231 232