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
3176
$2.46M ﹤0.01%
80,390
-482,642
3177
$2.46M ﹤0.01%
287,752
+77,567
3178
$2.45M ﹤0.01%
59,649
-7,658
3179
$2.45M ﹤0.01%
326,869
-29,470
3180
$2.45M ﹤0.01%
283,317
+29,072
3181
$2.45M ﹤0.01%
156,497
+8,684
3182
$2.45M ﹤0.01%
336,965
+17,122
3183
$2.45M ﹤0.01%
96,680
+4,098
3184
$2.45M ﹤0.01%
67,497
+15,438
3185
$2.44M ﹤0.01%
341,866
-88,744
3186
$2.44M ﹤0.01%
123,681
-106,693
3187
$2.43M ﹤0.01%
89,862
+50,347
3188
$2.42M ﹤0.01%
90,413
-17,212
3189
$2.42M ﹤0.01%
95,500
+1,500
3190
$2.42M ﹤0.01%
477,955
+301,885
3191
$2.42M ﹤0.01%
214,152
+21,016
3192
$2.42M ﹤0.01%
59,716
+4,661
3193
$2.42M ﹤0.01%
66,595
+45,749
3194
$2.41M ﹤0.01%
96,528
-72,778
3195
$2.41M ﹤0.01%
485,417
+213,769
3196
$2.41M ﹤0.01%
82,914
+66,647
3197
$2.4M ﹤0.01%
92,129
-2,375
3198
$2.4M ﹤0.01%
30,232
+7,564
3199
$2.39M ﹤0.01%
295,685
-26,687
3200
$2.39M ﹤0.01%
67,447
+26,294
126 127
128
129 130