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
4201
$644K ﹤0.01%
+71,145
4202
$642K ﹤0.01%
55,450
-7,923
4203
$642K ﹤0.01%
12,055
+4,024
4204
$641K ﹤0.01%
40,574
+11
4205
$640K ﹤0.01%
+5,359
4206
$639K ﹤0.01%
19,936
+2,070
4207
$638K ﹤0.01%
24,002
+889
4208
$637K ﹤0.01%
138,981
-106,042
4209
$636K ﹤0.01%
25,469
+6,651
4210
$635K ﹤0.01%
24,086
+4,145
4211
$634K ﹤0.01%
+35,804
4212
$633K ﹤0.01%
20,760
+11,780
4213
$631K ﹤0.01%
32,781
+241
4214
$630K ﹤0.01%
90,698
+1,017
4215
$628K ﹤0.01%
114,398
-233,362
4216
$628K ﹤0.01%
145,308
-220,003
4217
$627K ﹤0.01%
23,845
+13,783
4218
$626K ﹤0.01%
45,624
+22,134
4219
$623K ﹤0.01%
+13,204
4220
$622K ﹤0.01%
48,019
+21,160
4221
$621K ﹤0.01%
+21,209
4222
$616K ﹤0.01%
68
-573
4223
$614K ﹤0.01%
+5,181
4224
$613K ﹤0.01%
25,984
+8,783
4225
$613K ﹤0.01%
43,958
-3,633
167 168
169
170 171