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
3126
$2.61M ﹤0.01%
105,551
-8,147
3127
$2.6M ﹤0.01%
93,016
-2,122
3128
$2.6M ﹤0.01%
28,601
-4,221
3129
$2.6M ﹤0.01%
152,333
+97,333
3130
$2.59M ﹤0.01%
219,924
+63,675
3131
$2.59M ﹤0.01%
771,465
+1,737
3132
$2.59M ﹤0.01%
227,331
+20,703
3133
$2.59M ﹤0.01%
144,262
-113,900
3134
$2.58M ﹤0.01%
37,591
+14,715
3135
$2.58M ﹤0.01%
75,149
+9,252
3136
$2.57M ﹤0.01%
52,523
+11,583
3137
$2.57M ﹤0.01%
218,924
-70,064
3138
$2.57M ﹤0.01%
201,927
-33,003
3139
$2.57M ﹤0.01%
60,835
-4,923
3140
$2.57M ﹤0.01%
98,732
+38,023
3141
$2.56M ﹤0.01%
+2,281
3142
$2.56M ﹤0.01%
769,510
+605,323
3143
$2.55M ﹤0.01%
+22,244
3144
$2.55M ﹤0.01%
141,426
+111,632
3145
$2.55M ﹤0.01%
+188,036
3146
$2.54M ﹤0.01%
71,461
-5,161
3147
$2.54M ﹤0.01%
18,250
-1,776
3148
$2.54M ﹤0.01%
44,875
+22,677
3149
$2.54M ﹤0.01%
23,107
+7,320
3150
$2.54M ﹤0.01%
60,026
+23,278
124 125
126
127 128