Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
+$873M
2
+$802M
3
+$763M
4
HLT icon
Hilton Worldwide
HLT
+$587M
5
WMB icon
Williams Companies
WMB
+$368M

Top Sells

1
+$1.44B
2
+$947M
3
+$927M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$378M

Sector Composition

1 Technology 9.15%
2 Financials 8.97%
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
5776
$17K ﹤0.01%
17,000
+5,000
5777
$17K ﹤0.01%
+355
5778
$17K ﹤0.01%
+750
5779
$17K ﹤0.01%
+4,000
5780
$17K ﹤0.01%
+5,000
5781
$17K ﹤0.01%
+1,500
5782
$17K ﹤0.01%
+12,149
5783
$17K ﹤0.01%
+631
5784
$17K ﹤0.01%
+500
5785
$17K ﹤0.01%
+4,950
5786
$17K ﹤0.01%
+1,112
5787
$16K ﹤0.01%
+38
5788
$16K ﹤0.01%
+1,144
5789
$16K ﹤0.01%
+41
5790
$16K ﹤0.01%
+1,500
5791
$16K ﹤0.01%
+500
5792
$16K ﹤0.01%
+180
5793
$16K ﹤0.01%
+2,500
5794
$16K ﹤0.01%
+7,981
5795
$16K ﹤0.01%
+86
5796
$16K ﹤0.01%
+204
5797
$16K ﹤0.01%
+2
5798
$16K ﹤0.01%
+2,097
5799
$16K ﹤0.01%
10,250
-15,669
5800
$16K ﹤0.01%
+1,274
230 231
232
233 234