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
3926
$927K ﹤0.01%
28,421
+19,318
3927
$927K ﹤0.01%
1,076,573
+1,031,896
3928
$926K ﹤0.01%
78,181
-14,240
3929
$926K ﹤0.01%
17,174
+9,740
3930
$926K ﹤0.01%
69,288
-11,978
3931
$925K ﹤0.01%
75,960
+3,931
3932
$922K ﹤0.01%
53,989
-8,406
3933
$922K ﹤0.01%
293,661
-127,936
3934
$922K ﹤0.01%
22,872
+1,424
3935
$918K ﹤0.01%
70,118
-34,359
3936
$917K ﹤0.01%
67,973
+6,504
3937
$916K ﹤0.01%
25,501
-10,708
3938
$913K ﹤0.01%
50,781
-9,894
3939
$911K ﹤0.01%
66,205
-20,415
3940
$910K ﹤0.01%
46,141
+14,995
3941
$909K ﹤0.01%
36,711
+934
3942
$908K ﹤0.01%
22,685
-3,414
3943
$908K ﹤0.01%
159,390
-174,818
3944
$907K ﹤0.01%
26,320
+12,600
3945
$904K ﹤0.01%
63,514
-2,361
3946
$900K ﹤0.01%
30,082
+2,240
3947
$899K ﹤0.01%
4,539
-870
3948
$893K ﹤0.01%
41,509
+3,972
3949
$892K ﹤0.01%
30,933
+22,096
3950
$892K ﹤0.01%
27,771
+4,262
156 157
158
159 160