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
4251
$590K ﹤0.01%
35,120
+4,058
4252
$589K ﹤0.01%
33,583
-12,393
4253
$588K ﹤0.01%
36,917
+20,550
4254
$587K ﹤0.01%
9,671
-1,333
4255
$587K ﹤0.01%
574
-388
4256
$586K ﹤0.01%
+30,322
4257
$585K ﹤0.01%
40,209
+623
4258
$584K ﹤0.01%
19,243
+2,970
4259
$583K ﹤0.01%
22,226
+12,310
4260
$582K ﹤0.01%
76,612
-366,104
4261
$582K ﹤0.01%
116,117
-8,668
4262
$580K ﹤0.01%
+19,604
4263
$579K ﹤0.01%
36,190
-353,327
4264
$578K ﹤0.01%
25,234
-2,615
4265
$578K ﹤0.01%
29,972
+17,700
4266
$577K ﹤0.01%
12,915
-104
4267
$576K ﹤0.01%
8,570
+1,409
4268
$576K ﹤0.01%
41,429
-52,877
4269
$575K ﹤0.01%
17,529
-39,126
4270
$575K ﹤0.01%
16,220
4271
$575K ﹤0.01%
138,947
-154,826
4272
$575K ﹤0.01%
20,165
+3,321
4273
$575K ﹤0.01%
24,175
-25,835
4274
$574K ﹤0.01%
90,662
+3,928
4275
$573K ﹤0.01%
28,375
+6,554
169 170
171
172 173