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
3201
$2.38M ﹤0.01%
55,263
-3,409
3202
$2.37M ﹤0.01%
64,847
-132,801
3203
$2.37M ﹤0.01%
204,181
-38,145
3204
$2.37M ﹤0.01%
346,779
-666,737
3205
$2.36M ﹤0.01%
383,326
+2,240
3206
$2.36M ﹤0.01%
203,206
-12,615
3207
$2.36M ﹤0.01%
73,950
-935,737
3208
$2.35M ﹤0.01%
23,790
+11,460
3209
$2.35M ﹤0.01%
40,478
+6,225
3210
$2.35M ﹤0.01%
+12,832
3211
$2.35M ﹤0.01%
72,982
-29,919
3212
$2.35M ﹤0.01%
207,850
+71,263
3213
$2.34M ﹤0.01%
72,669
-58,077
3214
$2.34M ﹤0.01%
88,840
-23,561
3215
$2.34M ﹤0.01%
111,573
+15,887
3216
$2.34M ﹤0.01%
26,735
+16,234
3217
$2.34M ﹤0.01%
318,599
+59,410
3218
$2.34M ﹤0.01%
516,057
+223,441
3219
$2.33M ﹤0.01%
121,067
+18,494
3220
$2.33M ﹤0.01%
81,856
+36,372
3221
$2.33M ﹤0.01%
75,502
+36,403
3222
$2.33M ﹤0.01%
119,971
-78,893
3223
$2.33M ﹤0.01%
34,686
-559
3224
$2.33M ﹤0.01%
45,953
+36,452
3225
$2.32M ﹤0.01%
98,297
-326,180
127 128
129
130 131