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
3551
$1.49M ﹤0.01%
206,657
+143,821
3552
$1.49M ﹤0.01%
18,435
+1,796
3553
$1.49M ﹤0.01%
82,258
-16,368
3554
$1.49M ﹤0.01%
169,530
-225,554
3555
$1.48M ﹤0.01%
43,669
+35,295
3556
$1.48M ﹤0.01%
93,912
+54,746
3557
$1.48M ﹤0.01%
57,456
-4,164
3558
$1.48M ﹤0.01%
180,097
+2,096
3559
$1.47M ﹤0.01%
77,999
-9,342
3560
$1.47M ﹤0.01%
58,228
-27,503
3561
$1.47M ﹤0.01%
159,975
+1,883
3562
$1.47M ﹤0.01%
152,487
+1,119
3563
$1.47M ﹤0.01%
17,273
+5,432
3564
$1.47M ﹤0.01%
54,103
+8,900
3565
$1.47M ﹤0.01%
39,429
+10,398
3566
$1.47M ﹤0.01%
91,505
-63,053
3567
$1.46M ﹤0.01%
488,968
+28,613
3568
$1.46M ﹤0.01%
+92,754
3569
$1.46M ﹤0.01%
49,302
+12,538
3570
$1.46M ﹤0.01%
19,023
+11,935
3571
$1.46M ﹤0.01%
+147,260
3572
$1.45M ﹤0.01%
92,007
+59
3573
$1.45M ﹤0.01%
37,787
+7,143
3574
$1.45M ﹤0.01%
30,311
+2,168
3575
$1.45M ﹤0.01%
3,166
-186
141 142
143
144 145