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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5926
$8K ﹤0.01%
+2,328
5927
$8K ﹤0.01%
+165
5928
$8K ﹤0.01%
+70
5929
$8K ﹤0.01%
+1,550
5930
$8K ﹤0.01%
+5,000
5931
$8K ﹤0.01%
+913
5932
$8K ﹤0.01%
6,530
-8,392
5933
$8K ﹤0.01%
+4,001
5934
$8K ﹤0.01%
+249
5935
$8K ﹤0.01%
+528
5936
$8K ﹤0.01%
+1,323
5937
$7K ﹤0.01%
+1,600
5938
$7K ﹤0.01%
+252
5939
$7K ﹤0.01%
+486
5940
$7K ﹤0.01%
+869
5941
$7K ﹤0.01%
+500
5942
$7K ﹤0.01%
+2,520
5943
$7K ﹤0.01%
+500
5944
$7K ﹤0.01%
+625
5945
$7K ﹤0.01%
+47
5946
$7K ﹤0.01%
+349
5947
$7K ﹤0.01%
+2,864
5948
$7K ﹤0.01%
+500
5949
$7K ﹤0.01%
+764
5950
$7K ﹤0.01%
+3,000