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
6026
$4K ﹤0.01%
+800
6027
$4K ﹤0.01%
+100
6028
$4K ﹤0.01%
+900
6029
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+188
6030
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+900
6031
$4K ﹤0.01%
+2,100
6032
$4K ﹤0.01%
+1,300
6033
$4K ﹤0.01%
+63
6034
$4K ﹤0.01%
+100
6035
$4K ﹤0.01%
+296
6036
$4K ﹤0.01%
+104
6037
$4K ﹤0.01%
+409
6038
$4K ﹤0.01%
600
-1,400
6039
$4K ﹤0.01%
1,180
-9,122
6040
$4K ﹤0.01%
+285
6041
$3K ﹤0.01%
147
-23,916
6042
$3K ﹤0.01%
+100
6043
$3K ﹤0.01%
+488
6044
$3K ﹤0.01%
+1,800
6045
$3K ﹤0.01%
+200
6046
$3K ﹤0.01%
+1
6047
$3K ﹤0.01%
+660
6048
$3K ﹤0.01%
+2
6049
$3K ﹤0.01%
+227
6050
$3K ﹤0.01%
+572
240 241
242
243 244