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
3951
$891K ﹤0.01%
140,820
+4,989
3952
$891K ﹤0.01%
+43,285
3953
$890K ﹤0.01%
133,298
-2,348
3954
$888K ﹤0.01%
64,492
-11,390
3955
$887K ﹤0.01%
47,706
+17,800
3956
$887K ﹤0.01%
108,907
+78,529
3957
$887K ﹤0.01%
78,401
-11,393
3958
$886K ﹤0.01%
36,286
-51,475
3959
$886K ﹤0.01%
76,337
-3,971
3960
$882K ﹤0.01%
27,531
-978
3961
$882K ﹤0.01%
19,331
+6,987
3962
$882K ﹤0.01%
23,012
+12,652
3963
$880K ﹤0.01%
22,449
-26,932
3964
$879K ﹤0.01%
10,858
+5,785
3965
$877K ﹤0.01%
88,865
+39,601
3966
$877K ﹤0.01%
47,319
+9,255
3967
$875K ﹤0.01%
15,032
-2,521
3968
$874K ﹤0.01%
192,828
+34,373
3969
$872K ﹤0.01%
69,668
+1,921
3970
$872K ﹤0.01%
25,200
+3,118
3971
$870K ﹤0.01%
125,775
+103,733
3972
$869K ﹤0.01%
91,090
+13,711
3973
$868K ﹤0.01%
58,044
+2,831
3974
$868K ﹤0.01%
119,461
-154,865
3975
$866K ﹤0.01%
84,523
-38,970
157 158
159
160 161