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
3001
$3.03M ﹤0.01%
99,214
+50,475
3002
$3.03M ﹤0.01%
284,205
-13,708
3003
$3.02M ﹤0.01%
78,492
+7,146
3004
$3.02M ﹤0.01%
55,635
+19,456
3005
$3M ﹤0.01%
131,451
+55,413
3006
$3M ﹤0.01%
112,945
+17,416
3007
$2.99M ﹤0.01%
115,147
+58,145
3008
$2.99M ﹤0.01%
190,495
+7,089
3009
$2.99M ﹤0.01%
356,795
-106,700
3010
$2.99M ﹤0.01%
190,497
+129,976
3011
$2.99M ﹤0.01%
51,806
+10,926
3012
$2.98M ﹤0.01%
+132,283
3013
$2.98M ﹤0.01%
168,723
+24,043
3014
$2.98M ﹤0.01%
123,235
-8,550
3015
$2.97M ﹤0.01%
264,647
+229,736
3016
$2.96M ﹤0.01%
244,801
-93,119
3017
$2.96M ﹤0.01%
109,128
+19,616
3018
$2.95M ﹤0.01%
43,978
+6,261
3019
$2.95M ﹤0.01%
109,527
+34,012
3020
$2.94M ﹤0.01%
295,995
-4,335
3021
$2.94M ﹤0.01%
173,848
-44,247
3022
$2.94M ﹤0.01%
139,563
-107,988
3023
$2.94M ﹤0.01%
74,644
+14,293
3024
$2.93M ﹤0.01%
79,927
+27,111
3025
$2.93M ﹤0.01%
61,628
-81,012
119 120
121
122 123