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
2951
$3.16M ﹤0.01%
184,628
+159,492
2952
$3.15M ﹤0.01%
244,708
+146,758
2953
$3.15M ﹤0.01%
180,069
+7,531
2954
$3.15M ﹤0.01%
42,960
+5,732
2955
$3.15M ﹤0.01%
174,843
-197,679
2956
$3.14M ﹤0.01%
298,533
-38,731
2957
$3.13M ﹤0.01%
178,012
+37,951
2958
$3.13M ﹤0.01%
196,343
+24,137
2959
$3.13M ﹤0.01%
86,146
+40,851
2960
$3.12M ﹤0.01%
708,288
-375,011
2961
$3.11M ﹤0.01%
298,379
+173,149
2962
$3.11M ﹤0.01%
96,283
+56,664
2963
$3.11M ﹤0.01%
582,241
+4,158
2964
$3.11M ﹤0.01%
338,642
-20,553
2965
$3.11M ﹤0.01%
48,282
+10,601
2966
$3.1M ﹤0.01%
93,513
-4,791
2967
$3.1M ﹤0.01%
166,693
+10,545
2968
$3.1M ﹤0.01%
285,303
-548,166
2969
$3.09M ﹤0.01%
194,754
+7,665
2970
$3.09M ﹤0.01%
469,997
+444,055
2971
$3.09M ﹤0.01%
250,043
+119,735
2972
$3.09M ﹤0.01%
294,485
+253,232
2973
$3.09M ﹤0.01%
119,570
-123,442
2974
$3.09M ﹤0.01%
87,285
-44,138
2975
$3.09M ﹤0.01%
465,290
-255,255
117 118
119
120 121