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
2826
$3.66M ﹤0.01%
138,928
+120,857
2827
$3.66M ﹤0.01%
183,633
-32,195
2828
$3.65M ﹤0.01%
116,153
+15,963
2829
$3.65M ﹤0.01%
164,515
+14,687
2830
$3.65M ﹤0.01%
436,613
+133,669
2831
$3.63M ﹤0.01%
102,636
+4,571
2832
$3.63M ﹤0.01%
204,942
+139,437
2833
$3.62M ﹤0.01%
115,793
+63,635
2834
$3.62M ﹤0.01%
12,711
+6,081
2835
$3.61M ﹤0.01%
203,784
+190,824
2836
$3.61M ﹤0.01%
147,221
+4,284
2837
$3.6M ﹤0.01%
213,549
-13,520
2838
$3.6M ﹤0.01%
287,940
+81,912
2839
$3.6M ﹤0.01%
268,361
+49,857
2840
$3.6M ﹤0.01%
86,189
-5,053
2841
$3.6M ﹤0.01%
146,661
+74,820
2842
$3.59M ﹤0.01%
108,439
-45,734
2843
$3.59M ﹤0.01%
153,994
+1,999
2844
$3.58M ﹤0.01%
57,580
-27,255
2845
$3.58M ﹤0.01%
44,939
-32,494
2846
$3.58M ﹤0.01%
153,439
+77,846
2847
$3.57M ﹤0.01%
199,716
+27,602
2848
$3.56M ﹤0.01%
295,238
-10,740
2849
$3.56M ﹤0.01%
128,632
-10,301
2850
$3.56M ﹤0.01%
68,899
-12,516
112 113
114
115 116