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
3826
$1.07M ﹤0.01%
173,454
-238,696
3827
$1.07M ﹤0.01%
113,061
+47,497
3828
$1.06M ﹤0.01%
33,080
-5,003
3829
$1.06M ﹤0.01%
19,907
+5,233
3830
$1.06M ﹤0.01%
24,564
+3,670
3831
$1.06M ﹤0.01%
28,616
+4,372
3832
$1.06M ﹤0.01%
79,595
-320,641
3833
$1.06M ﹤0.01%
61,667
+11,704
3834
$1.05M ﹤0.01%
58,357
+23,923
3835
$1.05M ﹤0.01%
53,920
-55,907
3836
$1.05M ﹤0.01%
77,011
+14,164
3837
$1.05M ﹤0.01%
315,870
+64,949
3838
$1.05M ﹤0.01%
86,654
+11,307
3839
$1.05M ﹤0.01%
1,915
+654
3840
$1.05M ﹤0.01%
6,619
-74,993
3841
$1.05M ﹤0.01%
32,439
-11,754
3842
– –
0
3843
$1.04M ﹤0.01%
33,668
-1,905
3844
$1.04M ﹤0.01%
24,104
+1,478
3845
$1.04M ﹤0.01%
84,750
-153,660
3846
$1.04M ﹤0.01%
112,203
+83,105
3847
$1.04M ﹤0.01%
35,248
-267
3848
$1.04M ﹤0.01%
84,703
-109,226
3849
$1.04M ﹤0.01%
139,392
-87,480
3850
$1.04M ﹤0.01%
69,244
-26,972
152 153
154
155 156