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
4426
$467K ﹤0.01%
41,229
-143,489
4427
$467K ﹤0.01%
+15,447
4428
$466K ﹤0.01%
+23,396
4429
$465K ﹤0.01%
9,659
+210
4430
$464K ﹤0.01%
89,370
+3,446
4431
$463K ﹤0.01%
90,680
-61,444
4432
$462K ﹤0.01%
14,285
+2,267
4433
$462K ﹤0.01%
21,234
+799
4434
$462K ﹤0.01%
+13,782
4435
$460K ﹤0.01%
121,354
+91,355
4436
$459K ﹤0.01%
23,518
-2,322
4437
$459K ﹤0.01%
476
+314
4438
$459K ﹤0.01%
35,312
-13,038
4439
$459K ﹤0.01%
34,828
-3,682
4440
$458K ﹤0.01%
16,652
-1,175
4441
$457K ﹤0.01%
28,640
-3,785
4442
$457K ﹤0.01%
13,746
-2,925
4443
$457K ﹤0.01%
8,316
+960
4444
$457K ﹤0.01%
49,092
+143
4445
$456K ﹤0.01%
1,968
-1,210
4446
$455K ﹤0.01%
+30,277
4447
$454K ﹤0.01%
27,386
+10,507
4448
$454K ﹤0.01%
34,363
-27,286
4449
$452K ﹤0.01%
6,623
+233
4450
$452K ﹤0.01%
9,329
+4,496
176 177
178
179 180