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
4101
$742K ﹤0.01%
59,462
+9,886
4102
$742K ﹤0.01%
18,008
-26,136
4103
$742K ﹤0.01%
46,599
+18,207
4104
$742K ﹤0.01%
+61,575
4105
$741K ﹤0.01%
73,791
+47,054
4106
$737K ﹤0.01%
669
-7,457
4107
$736K ﹤0.01%
+48,644
4108
$736K ﹤0.01%
36,555
-4,561
4109
$736K ﹤0.01%
128,562
-14,851
4110
$735K ﹤0.01%
33,942
-10,366
4111
$733K ﹤0.01%
25,150
+455
4112
$730K ﹤0.01%
10,390
-10,904
4113
$727K ﹤0.01%
24,182
-3,550
4114
$726K ﹤0.01%
129,233
-135,217
4115
$726K ﹤0.01%
90,092
-19,038
4116
$726K ﹤0.01%
309,122
-4,209
4117
$726K ﹤0.01%
+33,789
4118
$724K ﹤0.01%
48,157
+17,498
4119
$724K ﹤0.01%
68,835
-12,877
4120
$724K ﹤0.01%
17,979
+2,764
4121
$723K ﹤0.01%
42,133
+6,134
4122
$723K ﹤0.01%
133,772
-39,529
4123
$721K ﹤0.01%
18,449
+3,465
4124
$720K ﹤0.01%
39,906
+20,967
4125
$719K ﹤0.01%
34,526
-5,532
163 164
165
166 167