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
3401
$1.8M ﹤0.01%
145,466
-45,835
3402
$1.8M ﹤0.01%
184,325
+137,665
3403
$1.79M ﹤0.01%
123,799
+43,907
3404
$1.79M ﹤0.01%
37,056
+18,592
3405
$1.79M ﹤0.01%
130,312
+59,852
3406
$1.79M ﹤0.01%
73,887
+29,536
3407
$1.78M ﹤0.01%
26,655
-23,083
3408
$1.78M ﹤0.01%
39,221
+16,759
3409
$1.78M ﹤0.01%
+64,934
3410
$1.78M ﹤0.01%
72,928
-65,194
3411
$1.78M ﹤0.01%
249,698
-38,790
3412
$1.78M ﹤0.01%
21,439
-3,047
3413
$1.78M ﹤0.01%
54,546
+22,615
3414
$1.78M ﹤0.01%
146,824
-885
3415
$1.77M ﹤0.01%
110,092
+78,640
3416
$1.76M ﹤0.01%
227,062
+67,365
3417
$1.76M ﹤0.01%
62,435
+31,765
3418
$1.75M ﹤0.01%
61,302
+37,145
3419
$1.75M ﹤0.01%
63,212
-17,865
3420
$1.75M ﹤0.01%
27,749
+14,663
3421
$1.75M ﹤0.01%
518,801
+301,159
3422
$1.75M ﹤0.01%
95,909
+53,465
3423
$1.74M ﹤0.01%
122,676
-6,900
3424
$1.74M ﹤0.01%
54,869
+40,386
3425
$1.74M ﹤0.01%
234,833
+5,429
135 136
137
138 139