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
2976
$3.09M ﹤0.01%
314,891
-523,668
2977
$3.08M ﹤0.01%
57,634
+28,451
2978
$3.08M ﹤0.01%
353,561
+99,003
2979
$3.07M ﹤0.01%
150,124
+139,458
2980
$3.07M ﹤0.01%
60,245
+27,325
2981
$3.07M ﹤0.01%
76,100
+30,633
2982
$3.07M ﹤0.01%
15,277
-920
2983
$3.07M ﹤0.01%
341,766
+62,670
2984
$3.06M ﹤0.01%
191,651
+93,176
2985
$3.06M ﹤0.01%
91,877
-57,888
2986
$3.06M ﹤0.01%
17
-2
2987
$3.06M ﹤0.01%
183,594
-1,320,831
2988
$3.06M ﹤0.01%
10,936
+8,377
2989
$3.06M ﹤0.01%
+133,026
2990
$3.06M ﹤0.01%
173,749
+108,320
2991
$3.06M ﹤0.01%
190,355
-16,563
2992
$3.06M ﹤0.01%
246,374
+19,618
2993
$3.05M ﹤0.01%
60,833
+4,871
2994
$3.05M ﹤0.01%
97,941
-115,686
2995
$3.05M ﹤0.01%
152,266
+15,725
2996
$3.05M ﹤0.01%
96,944
+6,756
2997
$3.04M ﹤0.01%
263,678
-80,013
2998
$3.04M ﹤0.01%
43,594
-978
2999
$3.03M ﹤0.01%
162,782
-110,075
3000
$3.03M ﹤0.01%
90,706
+37,880
118 119
120
121 122