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
5976
$6K ﹤0.01%
+1,491
5977
$6K ﹤0.01%
+1,000
5978
$6K ﹤0.01%
+113
5979
$6K ﹤0.01%
+2,297
5980
$6K ﹤0.01%
+110
5981
$6K ﹤0.01%
+129
5982
$6K ﹤0.01%
+291
5983
$6K ﹤0.01%
2,142
-1
5984
$6K ﹤0.01%
+2,000
5985
$5K ﹤0.01%
+2,000
5986
0
5987
$5K ﹤0.01%
3,159
-35,024
5988
$5K ﹤0.01%
642
-98,132
5989
$5K ﹤0.01%
+1,249
5990
$5K ﹤0.01%
+370
5991
$5K ﹤0.01%
+120
5992
$5K ﹤0.01%
+3,962
5993
$5K ﹤0.01%
+1
5994
$5K ﹤0.01%
+80
5995
$5K ﹤0.01%
+715
5996
$5K ﹤0.01%
+79
5997
$5K ﹤0.01%
+11
5998
$5K ﹤0.01%
+250
5999
$5K ﹤0.01%
+200
6000
$5K ﹤0.01%
+936