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
3451
$1.68M ﹤0.01%
66,825
+27,270
3452
$1.68M ﹤0.01%
266,362
+17,856
3453
$1.67M ﹤0.01%
31,635
-15,704
3454
$1.67M ﹤0.01%
456,554
+40,918
3455
$1.67M ﹤0.01%
109,088
-6,734
3456
$1.67M ﹤0.01%
39,426
+17,550
3457
$1.67M ﹤0.01%
268,353
-9,213
3458
$1.67M ﹤0.01%
117,129
-95,484
3459
$1.66M ﹤0.01%
37,057
+5
3460
$1.66M ﹤0.01%
52,813
-226,738
3461
$1.66M ﹤0.01%
236,745
+64,350
3462
$1.65M ﹤0.01%
+108,097
3463
$1.65M ﹤0.01%
59,956
-3,237
3464
$1.65M ﹤0.01%
144,467
-37,604
3465
$1.64M ﹤0.01%
95,723
-21,142
3466
$1.64M ﹤0.01%
+66,626
3467
$1.64M ﹤0.01%
130,976
-46,033
3468
$1.64M ﹤0.01%
161,027
-13,828
3469
$1.64M ﹤0.01%
113,945
-27,494
3470
$1.63M ﹤0.01%
81,092
-1,757
3471
$1.63M ﹤0.01%
166,528
-409,730
3472
$1.63M ﹤0.01%
7,452
+1,232
3473
$1.63M ﹤0.01%
28,318
-7,851
3474
$1.63M ﹤0.01%
113,390
-33,191
3475
$1.63M ﹤0.01%
33,075
+17,064
137 138
139
140 141