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
5901
$9K ﹤0.01%
+780
5902
$9K ﹤0.01%
+125
5903
$9K ﹤0.01%
+108
5904
$9K ﹤0.01%
+430
5905
$9K ﹤0.01%
+488
5906
$9K ﹤0.01%
+422
5907
$9K ﹤0.01%
+694
5908
$9K ﹤0.01%
2,936
-53,060
5909
$9K ﹤0.01%
+500
5910
$9K ﹤0.01%
+572
5911
$9K ﹤0.01%
+397
5912
$9K ﹤0.01%
+828
5913
$8K ﹤0.01%
+4,001
5914
$8K ﹤0.01%
+593
5915
$8K ﹤0.01%
+998
5916
$8K ﹤0.01%
+205
5917
$8K ﹤0.01%
+5,050
5918
$8K ﹤0.01%
+26
5919
$8K ﹤0.01%
+236
5920
$8K ﹤0.01%
+1,105
5921
$8K ﹤0.01%
181
-1,410
5922
$8K ﹤0.01%
+500
5923
$8K ﹤0.01%
+461
5924
$8K ﹤0.01%
+494
5925
$8K ﹤0.01%
+1,470