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
4051
$778K ﹤0.01%
23,630
-1,205
4052
$777K ﹤0.01%
123,394
+63,956
4053
$777K ﹤0.01%
59,204
+40,048
4054
$776K ﹤0.01%
25,448
-374
4055
$774K ﹤0.01%
62,294
-29,611
4056
$773K ﹤0.01%
18,329
-6,410
4057
$769K ﹤0.01%
9,780
+2,813
4058
$767K ﹤0.01%
46,770
-6,320
4059
$766K ﹤0.01%
13,606
-3,257
4060
$766K ﹤0.01%
59,354
-2,223
4061
$765K ﹤0.01%
10,454
-14,976
4062
$763K ﹤0.01%
44,309
-161,230
4063
$760K ﹤0.01%
7,687
-17,540
4064
$760K ﹤0.01%
237,041
+56,696
4065
$760K ﹤0.01%
43,394
-11,207
4066
$760K ﹤0.01%
27,741
+18,832
4067
$759K ﹤0.01%
64,180
-11,324
4068
$758K ﹤0.01%
22,139
+1,256
4069
$758K ﹤0.01%
21,819
-4,646
4070
$758K ﹤0.01%
44,282
-87
4071
$758K ﹤0.01%
+53,654
4072
$757K ﹤0.01%
27,121
+2,375
4073
$757K ﹤0.01%
11,707
+4,733
4074
$756K ﹤0.01%
65,734
+24,566
4075
$756K ﹤0.01%
38,282
-8,319
161 162
163
164 165