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
4126
$719K ﹤0.01%
12,416
4127
$718K ﹤0.01%
28,577
-268,363
4128
$718K ﹤0.01%
32,012
+3,545
4129
$718K ﹤0.01%
46,098
+35,253
4130
$716K ﹤0.01%
49,865
-1,231
4131
$715K ﹤0.01%
8,215
-1,975
4132
$715K ﹤0.01%
51,354
-2,105
4133
$714K ﹤0.01%
14,612
-9,293
4134
$714K ﹤0.01%
38,901
+2,659
4135
$714K ﹤0.01%
108,369
-1,022
4136
$713K ﹤0.01%
62,288
+31,649
4137
$713K ﹤0.01%
160,683
+54,351
4138
$712K ﹤0.01%
15,450
+2,356
4139
$712K ﹤0.01%
15,082
-2,268
4140
$711K ﹤0.01%
20,138
+3,117
4141
$711K ﹤0.01%
48,804
-532
4142
$709K ﹤0.01%
309,878
+77,338
4143
$709K ﹤0.01%
30,612
-47,159
4144
$709K ﹤0.01%
25,240
+7,404
4145
$706K ﹤0.01%
41,544
+10,844
4146
$706K ﹤0.01%
55,373
-40,197
4147
$703K ﹤0.01%
36,788
-59,518
4148
$701K ﹤0.01%
100,289
-10,347
4149
$700K ﹤0.01%
27,620
+1,746
4150
$698K ﹤0.01%
91,105
+11,143
164 165
166
167 168