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
3526
$1.53M ﹤0.01%
191,423
-11,041
3527
$1.53M ﹤0.01%
19,118
-4,307
3528
$1.53M ﹤0.01%
30,756
+13,107
3529
$1.52M ﹤0.01%
29,930
-742
3530
$1.52M ﹤0.01%
35,145
-1,113
3531
$1.52M ﹤0.01%
66,960
-44,689
3532
$1.52M ﹤0.01%
+2,412
3533
$1.52M ﹤0.01%
87,009
-48,340
3534
$1.52M ﹤0.01%
289,828
+211,936
3535
$1.52M ﹤0.01%
23,663
+467
3536
$1.51M ﹤0.01%
103,826
-4,039
3537
$1.51M ﹤0.01%
30,321
-2,947
3538
$1.51M ﹤0.01%
70,121
-311,787
3539
$1.51M ﹤0.01%
+77,475
3540
$1.51M ﹤0.01%
149,721
-4,843
3541
$1.5M ﹤0.01%
57,597
+11,257
3542
$1.5M ﹤0.01%
+459,275
3543
$1.5M ﹤0.01%
164,902
+34,551
3544
$1.5M ﹤0.01%
45,555
-78,318
3545
$1.5M ﹤0.01%
46,789
+4,763
3546
$1.5M ﹤0.01%
14,185
+212
3547
$1.5M ﹤0.01%
74,050
+10,915
3548
$1.5M ﹤0.01%
93,828
+16,322
3549
$1.49M ﹤0.01%
68,139
-98,107
3550
$1.49M ﹤0.01%
12,344
-3,685
140 141
142
143 144