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 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 9.16%
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
2501
$5.15M ﹤0.01%
946,744
-229,010
2502
$5.15M ﹤0.01%
250,619
+22,747
2503
$5.13M ﹤0.01%
261,420
-70,284
2504
$5.13M ﹤0.01%
+129,250
2505
$5.12M ﹤0.01%
315,612
-4,877
2506
$5.1M ﹤0.01%
173,104
+103,132
2507
$5.1M ﹤0.01%
100,511
+11,831
2508
$5.1M ﹤0.01%
346,627
-1,174,081
2509
$5.09M ﹤0.01%
296,188
+69,922
2510
$5.09M ﹤0.01%
168,409
-344,276
2511
$5.08M ﹤0.01%
292,396
+6,037
2512
$5.08M ﹤0.01%
46,763
+3,917
2513
$5.07M ﹤0.01%
402,007
+65,736
2514
$5.07M ﹤0.01%
181,400
-764
2515
$5.07M ﹤0.01%
514,437
-94,128
2516
$5.07M ﹤0.01%
95,413
-2,799
2517
$5.06M ﹤0.01%
218,372
-295,788
2518
$5.06M ﹤0.01%
41,862
-17,786
2519
$5.05M ﹤0.01%
178,067
-938
2520
$5.05M ﹤0.01%
117,772
-79,297
2521
$5.05M ﹤0.01%
359,111
-103,890
2522
$5.04M ﹤0.01%
316,059
-101,125
2523
$5.02M ﹤0.01%
194,821
-43,199
2524
$5.02M ﹤0.01%
411,806
-17,742
2525
$5.01M ﹤0.01%
56,576
-1,821
99 100
101
102 103