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
3676
$1.27M ﹤0.01%
88,552
-12,889
3677
$1.27M ﹤0.01%
80,525
+53,517
3678
$1.27M ﹤0.01%
32,436
-27,577
3679
$1.27M ﹤0.01%
81,351
+24,174
3680
$1.27M ﹤0.01%
93,735
-78,388
3681
$1.26M ﹤0.01%
181,033
3682
$1.26M ﹤0.01%
22,546
+5,975
3683
$1.26M ﹤0.01%
17,718
-1,078
3684
$1.25M ﹤0.01%
142,743
+14,905
3685
$1.25M ﹤0.01%
+25,801
3686
$1.25M ﹤0.01%
208,857
+76,885
3687
$1.25M ﹤0.01%
23,274
+7,765
3688
$1.24M ﹤0.01%
92,400
+5,613
3689
$1.24M ﹤0.01%
72,407
-30,840
3690
$1.24M ﹤0.01%
130,480
+16,715
3691
$1.24M ﹤0.01%
90,754
+30,439
3692
$1.24M ﹤0.01%
59,828
+23,301
3693
$1.24M ﹤0.01%
95,099
-26,616
3694
$1.23M ﹤0.01%
48,341
+19,770
3695
$1.23M ﹤0.01%
84,703
+3,099
3696
$1.23M ﹤0.01%
24,110
+1,156
3697
$1.23M ﹤0.01%
5,054
-9,178
3698
$1.23M ﹤0.01%
29,741
-63
3699
$1.22M ﹤0.01%
63,757
-58,284
3700
$1.22M ﹤0.01%
52,640
-7,359
146 147
148
149 150