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
3326
$1.99M ﹤0.01%
245,434
-151,417
3327
$1.99M ﹤0.01%
55,285
-50,798
3328
$1.97M ﹤0.01%
156,478
+16,519
3329
$1.97M ﹤0.01%
116,213
+4,872
3330
$1.97M ﹤0.01%
208,958
-41,490
3331
$1.97M ﹤0.01%
74,641
-5,421
3332
$1.97M ﹤0.01%
222,433
-38,025
3333
$1.96M ﹤0.01%
174,418
+69,466
3334
$1.96M ﹤0.01%
167,764
+7,307
3335
$1.96M ﹤0.01%
61,890
+44,892
3336
$1.95M ﹤0.01%
94,949
+70,914
3337
$1.95M ﹤0.01%
267,493
+52,598
3338
$1.95M ﹤0.01%
152,070
+11,923
3339
$1.95M ﹤0.01%
193,980
-14,426
3340
$1.94M ﹤0.01%
263,411
-55,003
3341
$1.94M ﹤0.01%
308,034
-291,801
3342
$1.94M ﹤0.01%
81,474
+11,861
3343
$1.93M ﹤0.01%
167,131
+129,376
3344
$1.93M ﹤0.01%
401,795
+81,300
3345
$1.92M ﹤0.01%
71,809
-69,075
3346
$1.92M ﹤0.01%
21,617
+8,968
3347
$1.92M ﹤0.01%
112,460
+1,855
3348
$1.92M ﹤0.01%
50,369
-13,420
3349
$1.91M ﹤0.01%
91,721
+34,835
3350
$1.9M ﹤0.01%
33,709
+13,205
132 133
134
135 136