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
3751
$1.16M ﹤0.01%
86,928
+72,778
3752
$1.16M ﹤0.01%
99,349
+8,759
3753
$1.16M ﹤0.01%
62,659
+35,718
3754
$1.16M ﹤0.01%
98,703
+11,825
3755
$1.16M ﹤0.01%
61,566
+16,093
3756
$1.15M ﹤0.01%
96,299
+38,748
3757
$1.15M ﹤0.01%
274,336
+232,021
3758
$1.15M ﹤0.01%
469,651
+241,465
3759
$1.15M ﹤0.01%
30,475
+4,418
3760
$1.15M ﹤0.01%
22,413
+13,287
3761
$1.15M ﹤0.01%
65,207
+29,630
3762
$1.15M ﹤0.01%
+669,510
3763
$1.15M ﹤0.01%
181,126
+74,092
3764
$1.15M ﹤0.01%
36,328
-7,890
3765
$1.14M ﹤0.01%
321,437
+23,365
3766
$1.14M ﹤0.01%
+45,778
3767
$1.14M ﹤0.01%
267,770
-185,344
3768
$1.14M ﹤0.01%
66,904
+7,774
3769
$1.14M ﹤0.01%
47,528
+22,326
3770
$1.14M ﹤0.01%
57,042
-175,078
3771
$1.14M ﹤0.01%
38,162
+4,619
3772
$1.14M ﹤0.01%
52,364
+24,410
3773
$1.14M ﹤0.01%
95,260
+60,387
3774
$1.14M ﹤0.01%
63,154
+22,124
3775
$1.14M ﹤0.01%
3,625
-1,916
149 150
151
152 153