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
3776
$1.14M ﹤0.01%
+44,428
3777
$1.14M ﹤0.01%
7,350
-2,962
3778
$1.14M ﹤0.01%
13,232
+5,289
3779
$1.13M ﹤0.01%
91,773
-27,457
3780
$1.13M ﹤0.01%
37,985
-60,449
3781
$1.13M ﹤0.01%
46,089
+9,376
3782
$1.13M ﹤0.01%
184,397
+8,304
3783
$1.13M ﹤0.01%
87,924
+25,105
3784
$1.13M ﹤0.01%
51,362
-137,217
3785
$1.13M ﹤0.01%
15,174
-141
3786
$1.12M ﹤0.01%
49,714
+8,741
3787
$1.12M ﹤0.01%
37,967
-15,459
3788
$1.12M ﹤0.01%
55,918
-23,515
3789
$1.12M ﹤0.01%
111,387
-152,560
3790
$1.12M ﹤0.01%
23,997
+4,072
3791
$1.12M ﹤0.01%
129,993
+29,472
3792
$1.11M ﹤0.01%
27,803
-1,407
3793
$1.11M ﹤0.01%
159,795
+55,408
3794
$1.11M ﹤0.01%
194,491
-31,077
3795
$1.11M ﹤0.01%
170,662
-122,059
3796
$1.11M ﹤0.01%
146,915
+87,541
3797
$1.11M ﹤0.01%
40,619
-6,490
3798
$1.11M ﹤0.01%
34,608
-2,688
3799
$1.1M ﹤0.01%
122,476
+107,100
3800
$1.1M ﹤0.01%
25,590
-8,657
150 151
152
153 154