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
3051
$2.85M ﹤0.01%
93,143
-24,425
3052
$2.84M ﹤0.01%
124,800
+4,395
3053
$2.84M ﹤0.01%
205,588
-5,995
3054
$2.84M ﹤0.01%
82,064
+17,666
3055
$2.82M ﹤0.01%
76,735
+67,356
3056
$2.82M ﹤0.01%
152,712
+120,027
3057
$2.82M ﹤0.01%
162,041
+63,066
3058
$2.81M ﹤0.01%
1,036
+179
3059
$2.81M ﹤0.01%
62,282
+9,423
3060
$2.81M ﹤0.01%
27,504
+16,306
3061
$2.81M ﹤0.01%
318,312
+301,703
3062
$2.8M ﹤0.01%
126,768
-26,460
3063
$2.8M ﹤0.01%
276,547
-56,269
3064
$2.79M ﹤0.01%
237,034
-15,091
3065
$2.79M ﹤0.01%
135,189
-15,967
3066
$2.79M ﹤0.01%
61,320
-3,516
3067
$2.79M ﹤0.01%
62,664
+4,529
3068
$2.78M ﹤0.01%
84,839
+18,949
3069
$2.78M ﹤0.01%
4,614
-773
3070
$2.78M ﹤0.01%
63,487
+13,070
3071
$2.78M ﹤0.01%
148,566
+24,913
3072
$2.78M ﹤0.01%
90,961
+23,929
3073
$2.78M ﹤0.01%
81,156
+48,187
3074
$2.77M ﹤0.01%
90,374
+15,381
3075
$2.77M ﹤0.01%
+53,169
121 122
123
124 125