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
4301
$557K ﹤0.01%
1
4302
$557K ﹤0.01%
11,183
-577
4303
$557K ﹤0.01%
57,761
-13,107
4304
$556K ﹤0.01%
49,893
-14,862
4305
$556K ﹤0.01%
38,098
-2,861
4306
$555K ﹤0.01%
237,483
-1,323,697
4307
$554K ﹤0.01%
563
+369
4308
$554K ﹤0.01%
39,753
-1,691
4309
$554K ﹤0.01%
13,750
-237
4310
$554K ﹤0.01%
16,371
-39,716
4311
$553K ﹤0.01%
22,093
-92,289
4312
$553K ﹤0.01%
+28,243
4313
$552K ﹤0.01%
9,406
-4,620
4314
$552K ﹤0.01%
+42,999
4315
$550K ﹤0.01%
39,206
+11,306
4316
$550K ﹤0.01%
10,917
-557
4317
$550K ﹤0.01%
53,023
+17,994
4318
$550K ﹤0.01%
25,542
+12,185
4319
$549K ﹤0.01%
19,956
-16,395
4320
$545K ﹤0.01%
165,379
-80,577
4321
$544K ﹤0.01%
31,202
+2,153
4322
$544K ﹤0.01%
+54,869
4323
$544K ﹤0.01%
14,967
-5,920
4324
$543K ﹤0.01%
29,251
-24,459
4325
$540K ﹤0.01%
15,017
-3,285
171 172
173
174 175