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
5751
$18K ﹤0.01%
13,317
+1,962
5752
$18K ﹤0.01%
+3,975
5753
$18K ﹤0.01%
23,800
+4,000
5754
$18K ﹤0.01%
+680
5755
$18K ﹤0.01%
+6,980
5756
$18K ﹤0.01%
+2,250
5757
$18K ﹤0.01%
+480
5758
$18K ﹤0.01%
+4,336
5759
$18K ﹤0.01%
+1,290
5760
$18K ﹤0.01%
+775
5761
$18K ﹤0.01%
+4,400
5762
$18K ﹤0.01%
+700
5763
$17K ﹤0.01%
+1,112
5764
$17K ﹤0.01%
+8,701
5765
$17K ﹤0.01%
+1,500
5766
$17K ﹤0.01%
+1,065
5767
$17K ﹤0.01%
+105
5768
$17K ﹤0.01%
+45
5769
$17K ﹤0.01%
+700
5770
$17K ﹤0.01%
+611
5771
$17K ﹤0.01%
+67
5772
$17K ﹤0.01%
13,900
-11,200
5773
$17K ﹤0.01%
+1,105
5774
$17K ﹤0.01%
+1,250
5775
$17K ﹤0.01%
+800
229 230
231
232 233