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
2701
$4.15M ﹤0.01%
179,494
+36,098
2702
$4.15M ﹤0.01%
+174,239
2703
$4.15M ﹤0.01%
513,713
-1,637
2704
$4.14M ﹤0.01%
262,258
+24,390
2705
$4.14M ﹤0.01%
1,327,813
-815,562
2706
$4.14M ﹤0.01%
353,539
-214,924
2707
$4.14M ﹤0.01%
159,284
-54,914
2708
$4.14M ﹤0.01%
191,252
+170,183
2709
$4.12M ﹤0.01%
321,393
+191,258
2710
$4.12M ﹤0.01%
172,189
-230,620
2711
$4.11M ﹤0.01%
+11,044
2712
$4.1M ﹤0.01%
71,093
+39,314
2713
$4.1M ﹤0.01%
151,102
+32,388
2714
$4.09M ﹤0.01%
5,851
-106
2715
$4.09M ﹤0.01%
89,925
+941
2716
$4.09M ﹤0.01%
76,846
+6,392
2717
$4.08M ﹤0.01%
56,359
-69,265
2718
$4.08M ﹤0.01%
669,233
-13,137
2719
$4.07M ﹤0.01%
159,548
+14,975
2720
$4.06M ﹤0.01%
101,930
-43,831
2721
$4.05M ﹤0.01%
106,219
-65,492
2722
$4.05M ﹤0.01%
103,412
-12,701
2723
$4.05M ﹤0.01%
30,100
+25,795
2724
$4.05M ﹤0.01%
533,012
+458,179
2725
$4.05M ﹤0.01%
178,640
+162,565
107 108
109
110 111