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
3901
$956K ﹤0.01%
77,472
+23,625
3902
$956K ﹤0.01%
34,959
+22,573
3903
$956K ﹤0.01%
25,691
+3,841
3904
$956K ﹤0.01%
111,636
+51,684
3905
$955K ﹤0.01%
23,184
+2,012
3906
$951K ﹤0.01%
26,533
+759
3907
$951K ﹤0.01%
+39,172
3908
$949K ﹤0.01%
62,795
-70,797
3909
$948K ﹤0.01%
37,793
+20,803
3910
$947K ﹤0.01%
45,375
-30,848
3911
$947K ﹤0.01%
1,470
+618
3912
$946K ﹤0.01%
156,293
+6,929
3913
$944K ﹤0.01%
45,277
+2,043
3914
$942K ﹤0.01%
89,670
+5,096
3915
$941K ﹤0.01%
200,135
-214,952
3916
$938K ﹤0.01%
133,246
-21,310
3917
$937K ﹤0.01%
32,735
-29,884
3918
$937K ﹤0.01%
110,160
-1,137
3919
$932K ﹤0.01%
36,237
-32,766
3920
$931K ﹤0.01%
46,676
+29,249
3921
$931K ﹤0.01%
59,074
+17,314
3922
$930K ﹤0.01%
36,390
-2,096
3923
$930K ﹤0.01%
23,184
+29
3924
$929K ﹤0.01%
17,143
+1,692
3925
$929K ﹤0.01%
102,639
+54,833
155 156
157
158 159