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
3576
$1.45M ﹤0.01%
126,287
+61,309
3577
$1.45M ﹤0.01%
208,066
-87,901
3578
$1.45M ﹤0.01%
99,067
+5,635
3579
$1.44M ﹤0.01%
63,472
-2,101
3580
$1.44M ﹤0.01%
37,848
+28,157
3581
$1.44M ﹤0.01%
132,793
+119,570
3582
$1.44M ﹤0.01%
89,618
+43,367
3583
$1.44M ﹤0.01%
50,229
-8,749
3584
$1.44M ﹤0.01%
63,490
+17,469
3585
$1.44M ﹤0.01%
21,304
+5,182
3586
$1.44M ﹤0.01%
31,010
-127,955
3587
$1.43M ﹤0.01%
33,011
-31,561
3588
$1.43M ﹤0.01%
177,609
+21,099
3589
$1.43M ﹤0.01%
151,070
+103,833
3590
$1.43M ﹤0.01%
94,595
-15,279
3591
$1.43M ﹤0.01%
50,773
+17,164
3592
$1.43M ﹤0.01%
141,801
+59,300
3593
$1.43M ﹤0.01%
85,311
+21,840
3594
$1.42M ﹤0.01%
67,409
-344,943
3595
$1.42M ﹤0.01%
95,868
+10,810
3596
$1.42M ﹤0.01%
71,893
-2,755
3597
$1.42M ﹤0.01%
200,240
+175,888
3598
$1.42M ﹤0.01%
162,180
+133,043
3599
$1.42M ﹤0.01%
+66,589
3600
$1.42M ﹤0.01%
47,726
+13,221
142 143
144
145 146