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
3651
$1.31M ﹤0.01%
16,765
-30,212
3652
$1.31M ﹤0.01%
+70,494
3653
$1.31M ﹤0.01%
443,312
+424,262
3654
$1.3M ﹤0.01%
67,287
+1,927
3655
$1.3M ﹤0.01%
29,530
-8,929
3656
$1.3M ﹤0.01%
258,273
-9,255
3657
$1.3M ﹤0.01%
74,588
+18,732
3658
$1.3M ﹤0.01%
51,636
+32,115
3659
$1.3M ﹤0.01%
127,810
-569,765
3660
$1.29M ﹤0.01%
54,473
+2,753
3661
$1.29M ﹤0.01%
234,250
-110,995
3662
$1.29M ﹤0.01%
111,665
+10,539
3663
$1.29M ﹤0.01%
60,934
+19,853
3664
$1.29M ﹤0.01%
78,060
-9,472
3665
$1.29M ﹤0.01%
773,116
+516,215
3666
$1.29M ﹤0.01%
44,686
-113,583
3667
$1.29M ﹤0.01%
109,974
-301,210
3668
$1.29M ﹤0.01%
51,954
-4,446
3669
$1.28M ﹤0.01%
103,421
+12,701
3670
$1.28M ﹤0.01%
77,689
+49,792
3671
$1.28M ﹤0.01%
208,903
-45,094
3672
$1.28M ﹤0.01%
70,203
-9,324
3673
$1.28M ﹤0.01%
139,337
-381,291
3674
$1.28M ﹤0.01%
32,188
-1,019
3675
$1.27M ﹤0.01%
+38,196
145 146
147
148 149