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
6101
$2K ﹤0.01%
+191
6102
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+2,000
6103
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21,000
6104
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+180
6105
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+3,004
6106
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+140
6107
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+2
6108
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1,787
-417
6109
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+200
6110
$2K ﹤0.01%
46,521
-430,022
6111
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+24
6112
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+319
6113
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+700
6114
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+60
6115
$1K ﹤0.01%
+157
6116
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+300
6117
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+170
6118
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+1,072
6119
$1K ﹤0.01%
+400
6120
$1K ﹤0.01%
+250
6121
$1K ﹤0.01%
+240
6122
$1K ﹤0.01%
+150
6123
$1K ﹤0.01%
+200
6124
$1K ﹤0.01%
+55
6125
$1K ﹤0.01%
+50