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
4151
$698K ﹤0.01%
81,760
+22,675
4152
$697K ﹤0.01%
54,618
-70,724
4153
$697K ﹤0.01%
16,592
-1,590
4154
$695K ﹤0.01%
117,029
-55,390
4155
$693K ﹤0.01%
28,541
-40,505
4156
$692K ﹤0.01%
39,865
+24,556
4157
$692K ﹤0.01%
63,888
+876
4158
$689K ﹤0.01%
9,942
-272
4159
$688K ﹤0.01%
8,517
+5,630
4160
$688K ﹤0.01%
10,492
+1,977
4161
$687K ﹤0.01%
38,845
-39,632
4162
$686K ﹤0.01%
54,099
+41,870
4163
$685K ﹤0.01%
28,703
-1,721
4164
$682K ﹤0.01%
19,015
+3,420
4165
$682K ﹤0.01%
29,561
-13,198
4166
$681K ﹤0.01%
6,578
+2,684
4167
$681K ﹤0.01%
60,645
-86,006
4168
$680K ﹤0.01%
28,911
-979
4169
$678K ﹤0.01%
30,476
+15,527
4170
$678K ﹤0.01%
53,102
-47,068
4171
$677K ﹤0.01%
78,119
+44,622
4172
$677K ﹤0.01%
187,126
+117,654
4173
$676K ﹤0.01%
36,363
-4,926
4174
$674K ﹤0.01%
132,424
+121,375
4175
$674K ﹤0.01%
10,757
-1,693
165 166
167
168 169