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
4276
$572K ﹤0.01%
46,802
-114,869
4277
$572K ﹤0.01%
+21,199
4278
$571K ﹤0.01%
43,903
-8,930
4279
$571K ﹤0.01%
8,573
-2,072
4280
$571K ﹤0.01%
48,463
+20,215
4281
$571K ﹤0.01%
+38,801
4282
$570K ﹤0.01%
+56,054
4283
$570K ﹤0.01%
20,779
-2,467
4284
$570K ﹤0.01%
27,906
-539
4285
$569K ﹤0.01%
61,831
-12,660
4286
$569K ﹤0.01%
30,829
-1,195
4287
$567K ﹤0.01%
43,380
+2,485
4288
$567K ﹤0.01%
75,376
+10,070
4289
$566K ﹤0.01%
14,288
-398,083
4290
$566K ﹤0.01%
6,654
-2,115
4291
$566K ﹤0.01%
43,975
+3,581
4292
$565K ﹤0.01%
27,524
-2,179
4293
$565K ﹤0.01%
14,049
-10,987
4294
$562K ﹤0.01%
13,258
-15,044
4295
$562K ﹤0.01%
42,388
+14,889
4296
$561K ﹤0.01%
62,488
-6,344
4297
$561K ﹤0.01%
16,324
+7,576
4298
$561K ﹤0.01%
64,478
+5,338
4299
$558K ﹤0.01%
42,017
+3,903
4300
$558K ﹤0.01%
38,559
+11,067
170 171
172
173 174