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
3601
$1.42M ﹤0.01%
77,819
+66,925
3602
$1.41M ﹤0.01%
41,372
+30,637
3603
$1.41M ﹤0.01%
89,300
+16,260
3604
$1.41M ﹤0.01%
73,479
-60,821
3605
$1.41M ﹤0.01%
116,295
+2,798
3606
$1.41M ﹤0.01%
132,667
+14,020
3607
$1.41M ﹤0.01%
9,457
+424
3608
$1.41M ﹤0.01%
45,213
+13,494
3609
$1.41M ﹤0.01%
178,773
-294
3610
$1.4M ﹤0.01%
35,510
+2,156
3611
$1.4M ﹤0.01%
226,719
-170,174
3612
$1.4M ﹤0.01%
41,719
+6,267
3613
$1.4M ﹤0.01%
61,221
-132,988
3614
$1.4M ﹤0.01%
23,949
+3,409
3615
$1.4M ﹤0.01%
169,647
-63,141
3616
$1.39M ﹤0.01%
98,578
+1,068
3617
$1.39M ﹤0.01%
88,075
-52,130
3618
$1.39M ﹤0.01%
15,823
-142
3619
$1.39M ﹤0.01%
9,969
-715
3620
$1.38M ﹤0.01%
110,946
+16,796
3621
$1.38M ﹤0.01%
135,119
+9,264
3622
$1.38M ﹤0.01%
20,305
+4,066
3623
$1.38M ﹤0.01%
157,976
+13,318
3624
$1.38M ﹤0.01%
18,487
+12,657
3625
$1.37M ﹤0.01%
+681
143 144
145
146 147