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
3276
$2.14M ﹤0.01%
285,747
+133,588
3277
$2.14M ﹤0.01%
90,967
+8,998
3278
$2.14M ﹤0.01%
76,792
-2,176
3279
$2.14M ﹤0.01%
34,011
-6,678
3280
$2.14M ﹤0.01%
26,054
+866
3281
$2.14M ﹤0.01%
57,500
3282
$2.13M ﹤0.01%
44,625
+13,727
3283
$2.13M ﹤0.01%
112,894
+11,455
3284
$2.12M ﹤0.01%
70,302
+12,079
3285
$2.12M ﹤0.01%
108,187
+22,523
3286
$2.12M ﹤0.01%
43,436
-5,890
3287
$2.11M ﹤0.01%
+118,482
3288
$2.1M ﹤0.01%
133,408
+1,618
3289
$2.1M ﹤0.01%
56,370
-801
3290
$2.1M ﹤0.01%
621,734
+512,346
3291
$2.1M ﹤0.01%
31,098
+4,632
3292
$2.09M ﹤0.01%
147,227
+14,133
3293
$2.09M ﹤0.01%
20,941
-3,294
3294
$2.09M ﹤0.01%
34,388
+2,036
3295
$2.09M ﹤0.01%
198,444
-33,766
3296
$2.08M ﹤0.01%
85,110
+47,057
3297
$2.08M ﹤0.01%
44,159
-37,708
3298
$2.08M ﹤0.01%
126,148
-7,900
3299
$2.08M ﹤0.01%
148,575
+10,078
3300
$2.08M ﹤0.01%
45,366
+10,565
130 131
132
133 134