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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
6201
$0 ﹤0.01%
+50
6202
– –
-308,250
6203
$0 ﹤0.01%
+200
6204
$0 ﹤0.01%
+2
6205
– –
-5,192
6206
– –
-17,200
6207
$0 ﹤0.01%
+6
6208
$0 ﹤0.01%
+50
6209
$0 ﹤0.01%
+100
6210
– –
-2,127
6211
– –
-164,175
6212
– –
0
6213
– –
-15,931
6214
– –
0
6215
– –
-1,249,146
6216
$0 ﹤0.01%
+25
6217
– –
-15,563
6218
– –
-10,000
6219
$0 ﹤0.01%
+4,500
6220
$0 ﹤0.01%
+110
6221
$0 ﹤0.01%
+100
6222
– –
-179,580
6223
– –
-2,256,064
6224
– –
-1,217,924
6225
– –
-3,349,690
247 248
249
250 251