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
2801
$3.74M ﹤0.01%
307,157
+22,728
2802
$3.74M ﹤0.01%
188,689
-1,790
2803
$3.74M ﹤0.01%
178,494
+23,814
2804
$3.74M ﹤0.01%
257,639
-8,613
2805
$3.73M ﹤0.01%
299,700
+225,329
2806
$3.73M ﹤0.01%
267,471
-22,084
2807
$3.73M ﹤0.01%
150,858
+67,950
2808
$3.73M ﹤0.01%
244,385
-27,986
2809
$3.73M ﹤0.01%
168,810
+100,346
2810
$3.72M ﹤0.01%
73,133
-107,775
2811
$3.72M ﹤0.01%
248,880
-31,530
2812
$3.72M ﹤0.01%
142,075
-182,228
2813
$3.71M ﹤0.01%
125,152
-9,349
2814
$3.7M ﹤0.01%
268,653
+7,449
2815
$3.69M ﹤0.01%
151,769
+123,265
2816
$3.69M ﹤0.01%
81,565
-53,547
2817
$3.69M ﹤0.01%
185,093
-104,055
2818
$3.69M ﹤0.01%
70,376
-27,256
2819
$3.69M ﹤0.01%
253,076
+27,036
2820
$3.69M ﹤0.01%
96,687
+19,665
2821
$3.68M ﹤0.01%
287,382
-74,608
2822
$3.68M ﹤0.01%
48,033
+9,007
2823
$3.68M ﹤0.01%
105,205
-14,806
2824
$3.67M ﹤0.01%
124,439
-4,165
2825
$3.67M ﹤0.01%
130,987
-6,669
111 112
113
114 115