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
3851
$1.03M ﹤0.01%
37,977
+8,032
3852
$1.03M ﹤0.01%
33,762
-11,047
3853
$1.03M ﹤0.01%
36,924
+23,334
3854
$1.03M ﹤0.01%
109,908
-10,896
3855
$1.03M ﹤0.01%
19,594
+938
3856
$1.03M ﹤0.01%
41,203
+10,047
3857
$1.03M ﹤0.01%
86,257
-15,395
3858
$1.02M ﹤0.01%
49,151
+24,513
3859
$1.02M ﹤0.01%
51,576
+3,953
3860
$1.02M ﹤0.01%
40,109
-1,169
3861
$1.02M ﹤0.01%
90,706
-17,184
3862
$1.02M ﹤0.01%
129,759
+12,355
3863
$1.02M ﹤0.01%
34,987
+13,832
3864
$1.02M ﹤0.01%
76,301
-3,355
3865
$1.02M ﹤0.01%
+58,479
3866
$1.01M ﹤0.01%
179,264
+117,088
3867
$1.01M ﹤0.01%
20,912
+3,678
3868
$1.01M ﹤0.01%
17,183
+3,408
3869
$1.01M ﹤0.01%
63,022
+19,857
3870
$1M ﹤0.01%
18,066
-124
3871
$1M ﹤0.01%
+38,255
3872
$1M ﹤0.01%
25,352
+1,300
3873
$1M ﹤0.01%
43,854
+10,170
3874
$1M ﹤0.01%
20,603
-1,678
3875
$998K ﹤0.01%
179,661
+23,513
153 154
155
156 157