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
3726
$1.19M ﹤0.01%
93,047
-11,429
3727
$1.19M ﹤0.01%
54,578
+10,656
3728
$1.19M ﹤0.01%
59,147
+39,875
3729
$1.19M ﹤0.01%
115,084
+69,520
3730
$1.19M ﹤0.01%
112,739
+3,573
3731
$1.18M ﹤0.01%
38,291
+4,326
3732
$1.18M ﹤0.01%
74,368
-650
3733
$1.18M ﹤0.01%
34,002
+25,048
3734
$1.18M ﹤0.01%
66,931
-5,196
3735
$1.18M ﹤0.01%
90,524
-11,792
3736
$1.18M ﹤0.01%
97,151
-34,849
3737
$1.17M ﹤0.01%
16,567
+7,314
3738
$1.17M ﹤0.01%
79,341
+1,004
3739
$1.17M ﹤0.01%
124,372
+38,116
3740
$1.17M ﹤0.01%
98,675
+3,780
3741
$1.17M ﹤0.01%
64,530
-9,131
3742
$1.17M ﹤0.01%
101,818
-9,359
3743
$1.17M ﹤0.01%
74,104
+4,532
3744
$1.17M ﹤0.01%
56,544
+21,867
3745
$1.17M ﹤0.01%
39,203
+14,448
3746
$1.17M ﹤0.01%
77,104
+58,246
3747
$1.17M ﹤0.01%
116,731
+39,854
3748
$1.17M ﹤0.01%
14,472
-4,559
3749
$1.16M ﹤0.01%
57,064
-282,756
3750
$1.16M ﹤0.01%
84,945
-2,555
148 149
150
151 152