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
2676
$4.28M ﹤0.01%
263,106
-249,986
2677
$4.27M ﹤0.01%
768,919
-121,189
2678
$4.27M ﹤0.01%
179,974
+7,268
2679
$4.26M ﹤0.01%
175,220
+53,057
2680
$4.26M ﹤0.01%
170,743
-2,267
2681
$4.25M ﹤0.01%
48,025
-16,592
2682
$4.24M ﹤0.01%
556,259
+527,667
2683
$4.22M ﹤0.01%
18,974
-3,523
2684
$4.22M ﹤0.01%
145,141
+34,561
2685
$4.22M ﹤0.01%
80,880
-10,241
2686
$4.22M ﹤0.01%
416,477
+24,144
2687
$4.21M ﹤0.01%
350,043
-4,431
2688
$4.21M ﹤0.01%
93,425
-892
2689
$4.2M ﹤0.01%
62,294
+48,328
2690
$4.2M ﹤0.01%
182,901
+10,203
2691
$4.2M ﹤0.01%
219,321
+20,075
2692
$4.2M ﹤0.01%
315,210
+297,416
2693
$4.18M ﹤0.01%
61,588
+21,952
2694
$4.17M ﹤0.01%
61,507
+18,391
2695
$4.17M ﹤0.01%
185,359
+45,130
2696
$4.17M ﹤0.01%
99,847
+5,462
2697
$4.17M ﹤0.01%
135,021
+2,849
2698
$4.15M ﹤0.01%
100,820
-69,699
2699
$4.15M ﹤0.01%
203,317
-4,467
2700
$4.15M ﹤0.01%
140,120
-41,003
106 107
108
109 110