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
2626
$4.52M ﹤0.01%
450,986
-62,679
2627
$4.51M ﹤0.01%
158,412
+20,393
2628
$4.51M ﹤0.01%
6,926
+2,387
2629
$4.5M ﹤0.01%
163,425
-17,378
2630
$4.5M ﹤0.01%
117,170
+20,470
2631
$4.49M ﹤0.01%
187,135
-25,903
2632
$4.49M ﹤0.01%
352,482
-37,564
2633
$4.49M ﹤0.01%
100,823
+11,726
2634
$4.49M ﹤0.01%
219,726
+17,791
2635
$4.49M ﹤0.01%
283,852
-50,121
2636
$4.46M ﹤0.01%
53,087
+7,419
2637
$4.45M ﹤0.01%
2,204,990
-94,298
2638
$4.45M ﹤0.01%
282,697
+16,525
2639
$4.45M ﹤0.01%
140,774
-170,185
2640
$4.44M ﹤0.01%
114,221
+96,689
2641
$4.44M ﹤0.01%
108,687
+78,469
2642
$4.44M ﹤0.01%
206,652
-192,066
2643
$4.43M ﹤0.01%
138,557
+6,059
2644
$4.42M ﹤0.01%
344,861
+69,967
2645
$4.42M ﹤0.01%
83,027
+11,066
2646
$4.42M ﹤0.01%
131,054
+54,352
2647
$4.41M ﹤0.01%
160,638
+24,668
2648
$4.41M ﹤0.01%
147,366
+56,217
2649
$4.41M ﹤0.01%
399,171
+85,287
2650
$4.41M ﹤0.01%
158,595
+11,256
104 105
106
107 108