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
6001
$5K ﹤0.01%
+1,893
6002
$5K ﹤0.01%
+1,000
6003
$5K ﹤0.01%
+2,000
6004
$5K ﹤0.01%
+1,841
6005
$5K ﹤0.01%
250
-21,000
6006
$5K ﹤0.01%
+98
6007
$5K ﹤0.01%
1,684
-24,760
6008
$5K ﹤0.01%
200
-15,107,623
6009
$5K ﹤0.01%
+1,350
6010
$5K ﹤0.01%
+153
6011
$5K ﹤0.01%
+7,500
6012
$5K ﹤0.01%
+242
6013
$5K ﹤0.01%
+500
6014
$5K ﹤0.01%
+700
6015
– –
0
6016
$5K ﹤0.01%
+2,000
6017
$5K ﹤0.01%
+1,300
6018
$4K ﹤0.01%
+40
6019
$4K ﹤0.01%
+362
6020
$4K ﹤0.01%
+1,824
6021
$4K ﹤0.01%
+800
6022
$4K ﹤0.01%
+1,000
6023
$4K ﹤0.01%
+900
6024
$4K ﹤0.01%
+188
6025
$4K ﹤0.01%
+900
239 240
241
242 243