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
3251
$2.23M ﹤0.01%
59,144
+19,824
3252
$2.23M ﹤0.01%
111,666
+89,316
3253
$2.22M ﹤0.01%
73,342
-5,709
3254
$2.21M ﹤0.01%
341,769
-37,025
3255
$2.21M ﹤0.01%
104,345
+41,532
3256
$2.2M ﹤0.01%
67,387
-15,951
3257
$2.2M ﹤0.01%
168,021
+57,018
3258
$2.2M ﹤0.01%
33,054
+5,961
3259
$2.2M ﹤0.01%
272,379
+209,290
3260
$2.19M ﹤0.01%
313,622
+189,081
3261
$2.19M ﹤0.01%
67,064
-2,824
3262
$2.19M ﹤0.01%
67,267
+30,460
3263
$2.19M ﹤0.01%
94,642
-10,368
3264
$2.19M ﹤0.01%
185,682
-109,648
3265
$2.19M ﹤0.01%
265,195
-335,941
3266
$2.18M ﹤0.01%
96,691
-52,654
3267
$2.17M ﹤0.01%
111,298
-87,067
3268
$2.17M ﹤0.01%
148,829
+37,555
3269
$2.16M ﹤0.01%
74,517
-47,173
3270
$2.16M ﹤0.01%
174,500
-201,345
3271
$2.16M ﹤0.01%
48,135
-19,688
3272
$2.16M ﹤0.01%
149,680
+34,634
3273
$2.15M ﹤0.01%
112,100
-21,870
3274
$2.15M ﹤0.01%
163,992
+29,997
3275
$2.15M ﹤0.01%
63,738
-19,277
129 130
131
132 133