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
2876
$3.44M ﹤0.01%
170,652
+59,781
2877
$3.44M ﹤0.01%
244,533
+201,713
2878
$3.44M ﹤0.01%
181,944
+142,498
2879
$3.44M ﹤0.01%
177,948
+156,584
2880
$3.44M ﹤0.01%
110,515
-615
2881
$3.43M ﹤0.01%
197,656
+122,934
2882
$3.43M ﹤0.01%
95,770
-66,858
2883
$3.43M ﹤0.01%
33,625
-61,731
2884
$3.43M ﹤0.01%
114,709
+44,735
2885
$3.42M ﹤0.01%
287,259
+161,740
2886
$3.42M ﹤0.01%
+138,072
2887
$3.41M ﹤0.01%
128,229
+32,397
2888
$3.41M ﹤0.01%
443,243
-110,308
2889
$3.4M ﹤0.01%
92,504
-110,972
2890
$3.4M ﹤0.01%
608,035
+360,258
2891
$3.39M ﹤0.01%
95,354
-10,405
2892
$3.38M ﹤0.01%
136,851
+114,872
2893
$3.38M ﹤0.01%
715,400
+25,386
2894
$3.38M ﹤0.01%
67,817
-98,269
2895
$3.38M ﹤0.01%
489,051
+101,318
2896
$3.38M ﹤0.01%
156,487
+30,949
2897
$3.38M ﹤0.01%
229,614
-379,184
2898
$3.37M ﹤0.01%
412,458
+31,454
2899
$3.37M ﹤0.01%
16,857
+3,810
2900
$3.36M ﹤0.01%
120,775
+57,140
114 115
116
117 118