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
3151
$2.53M ﹤0.01%
15,519
+10,691
3152
$2.53M ﹤0.01%
141,815
+31,985
3153
$2.52M ﹤0.01%
297,445
-11,835
3154
$2.52M ﹤0.01%
98,699
+47,644
3155
$2.52M ﹤0.01%
176,433
+80,315
3156
$2.51M ﹤0.01%
478,538
-171,423
3157
$2.5M ﹤0.01%
47,407
-9,562
3158
$2.5M ﹤0.01%
281,010
-187,930
3159
$2.5M ﹤0.01%
418,101
-889,447
3160
$2.5M ﹤0.01%
302,645
+169,983
3161
$2.5M ﹤0.01%
219,336
+57,669
3162
$2.49M ﹤0.01%
209,282
-7,660
3163
$2.49M ﹤0.01%
+131,641
3164
$2.49M ﹤0.01%
96,470
+62,211
3165
$2.49M ﹤0.01%
+137,308
3166
$2.49M ﹤0.01%
42,739
+33,917
3167
$2.48M ﹤0.01%
274,652
-47,207
3168
$2.48M ﹤0.01%
209,643
+62,824
3169
$2.48M ﹤0.01%
333,647
+109,459
3170
$2.47M ﹤0.01%
52,808
+38,695
3171
$2.47M ﹤0.01%
82,979
+41,643
3172
$2.46M ﹤0.01%
158,202
+35,163
3173
$2.46M ﹤0.01%
395,577
-18,328
3174
$2.46M ﹤0.01%
48,757
-9,528
3175
$2.46M ﹤0.01%
37,196
+4,069
125 126
127
128 129