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
3801
$1.1M ﹤0.01%
130,862
-164,746
3802
$1.1M ﹤0.01%
47,210
-68,794
3803
$1.1M ﹤0.01%
57,590
-10,680
3804
$1.1M ﹤0.01%
60,566
-2,850
3805
$1.1M ﹤0.01%
70,433
-48,256
3806
$1.1M ﹤0.01%
+4,264
3807
$1.1M ﹤0.01%
67,844
-43,186
3808
$1.09M ﹤0.01%
44,090
-46,719
3809
$1.09M ﹤0.01%
+97,890
3810
$1.09M ﹤0.01%
27,641
-366,736
3811
$1.09M ﹤0.01%
+41,245
3812
$1.09M ﹤0.01%
27,427
+4
3813
$1.09M ﹤0.01%
3,678
+897
3814
$1.08M ﹤0.01%
45,824
-89,611
3815
$1.08M ﹤0.01%
71,790
+6,859
3816
$1.08M ﹤0.01%
15,673
+208
3817
$1.08M ﹤0.01%
108,465
-2,373
3818
$1.08M ﹤0.01%
73,750
+12,860
3819
$1.08M ﹤0.01%
44,921
+27,821
3820
$1.07M ﹤0.01%
107,332
-103,817
3821
$1.07M ﹤0.01%
1,899
-1,162
3822
$1.07M ﹤0.01%
64,290
+37,715
3823
$1.07M ﹤0.01%
36,363
+15,709
3824
$1.07M ﹤0.01%
59,872
-17,754
3825
$1.07M ﹤0.01%
42,042
-288
151 152
153
154 155