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
5801
$15K ﹤0.01%
863
-2,691
5802
$15K ﹤0.01%
+113
5803
$15K ﹤0.01%
+1,045
5804
$15K ﹤0.01%
+34
5805
$15K ﹤0.01%
+1,800
5806
$15K ﹤0.01%
+2,411
5807
$15K ﹤0.01%
+1,622
5808
$15K ﹤0.01%
+280
5809
$15K ﹤0.01%
+627
5810
$14K ﹤0.01%
+6,300
5811
$14K ﹤0.01%
+4,696
5812
$14K ﹤0.01%
36,281
-17,107
5813
$14K ﹤0.01%
+1,030
5814
$14K ﹤0.01%
+845
5815
$14K ﹤0.01%
2,400
-25,225
5816
$14K ﹤0.01%
+4,501
5817
$14K ﹤0.01%
+1,400
5818
$14K ﹤0.01%
+2,176
5819
$14K ﹤0.01%
+6,083
5820
– –
0
5821
$14K ﹤0.01%
+1,150
5822
$14K ﹤0.01%
3,388
-1,950
5823
$14K ﹤0.01%
2,950
-248
5824
$14K ﹤0.01%
+285
5825
$14K ﹤0.01%
+6,500
231 232
233
234 235