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
4501
$422K ﹤0.01%
53,509
-7,200
4502
$421K ﹤0.01%
9,887
-39,710
4503
$421K ﹤0.01%
136,970
-126,489
4504
$420K ﹤0.01%
10,577
+1,325
4505
$420K ﹤0.01%
4,286
4506
$419K ﹤0.01%
17,840
+7,446
4507
$419K ﹤0.01%
30,226
+6,740
4508
$418K ﹤0.01%
20,023
-4,101
4509
$417K ﹤0.01%
24,584
+6,140
4510
$417K ﹤0.01%
10,858
-5,872
4511
$415K ﹤0.01%
59,194
+23,932
4512
$414K ﹤0.01%
32,843
-13,748
4513
$414K ﹤0.01%
89,320
+3,423
4514
$414K ﹤0.01%
17,662
-34,699
4515
$414K ﹤0.01%
27,281
-21,016
4516
$413K ﹤0.01%
+30,900
4517
$413K ﹤0.01%
+19,500
4518
– –
0
4519
$412K ﹤0.01%
+34,663
4520
$411K ﹤0.01%
54,365
+29,689
4521
$411K ﹤0.01%
9,486
-7,928
4522
$409K ﹤0.01%
40,426
+195
4523
$408K ﹤0.01%
3,272
-61,590
4524
$407K ﹤0.01%
17,197
-5,531
4525
$406K ﹤0.01%
+26,374
179 180
181
182 183