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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
6026
$4K ﹤0.01%
+63
6027
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+100
6028
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6029
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6030
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+409
6031
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600
-1,400
6032
$4K ﹤0.01%
1,180
-9,122
6033
$4K ﹤0.01%
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6034
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6035
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6036
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55
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6037
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+937
6038
$4K ﹤0.01%
+1,500
6039
$4K ﹤0.01%
+30
6040
$4K ﹤0.01%
+750
6041
$3K ﹤0.01%
+1,800
6042
$3K ﹤0.01%
+200
6043
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+1
6044
$3K ﹤0.01%
+660
6045
$3K ﹤0.01%
+2
6046
$3K ﹤0.01%
+227
6047
$3K ﹤0.01%
+572
6048
$3K ﹤0.01%
+500
6049
$3K ﹤0.01%
+160
6050
$3K ﹤0.01%
+413