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
4226
$613K ﹤0.01%
369,160
-215
4227
$613K ﹤0.01%
22,274
-1,721
4228
$612K ﹤0.01%
13,933
+6,136
4229
$611K ﹤0.01%
32,855
-4,866
4230
$611K ﹤0.01%
46,244
+15,469
4231
$609K ﹤0.01%
28,574
+12,348
4232
$609K ﹤0.01%
32,543
+26,384
4233
$607K ﹤0.01%
39,735
-480
4234
$607K ﹤0.01%
33,113
-134,513
4235
$604K ﹤0.01%
56,580
-46,585
4236
$603K ﹤0.01%
59,157
+3,664
4237
$603K ﹤0.01%
37,298
-15,795
4238
$602K ﹤0.01%
163,275
+3,525
4239
$602K ﹤0.01%
8,782
+1,415
4240
$602K ﹤0.01%
45,691
-13,453
4241
$600K ﹤0.01%
83,536
-551,475
4242
$599K ﹤0.01%
64,684
-24,298
4243
$598K ﹤0.01%
11,232
+3,116
4244
$598K ﹤0.01%
36,906
+12,361
4245
$597K ﹤0.01%
29,221
-11,395
4246
$596K ﹤0.01%
12,387
+8,509
4247
$595K ﹤0.01%
76,386
+44,408
4248
$594K ﹤0.01%
89,835
+33,676
4249
$593K ﹤0.01%
43,133
-149,408
4250
$592K ﹤0.01%
56,785
+39,961
168 169
170
171 172