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
4526
$406K ﹤0.01%
29,880
+2,766
4527
$406K ﹤0.01%
54,261
-26,377
4528
$405K ﹤0.01%
2,108
+479
4529
$404K ﹤0.01%
32,364
+9,729
4530
$404K ﹤0.01%
69,764
-73,435
4531
$404K ﹤0.01%
7,666
-1,260
4532
$403K ﹤0.01%
10,414
-5,022
4533
$401K ﹤0.01%
157,708
-243,947
4534
$400K ﹤0.01%
1
4535
$400K ﹤0.01%
+22,338
4536
$399K ﹤0.01%
22,098
-29,300
4537
$399K ﹤0.01%
13,508
-72,204
4538
$398K ﹤0.01%
22,274
-17,168
4539
$398K ﹤0.01%
8,514
+801
4540
$398K ﹤0.01%
9,357
+4,154
4541
$397K ﹤0.01%
5,976
+693
4542
$397K ﹤0.01%
173,458
+85,945
4543
$396K ﹤0.01%
42,877
-49,918
4544
$396K ﹤0.01%
12,446
+4,161
4545
$396K ﹤0.01%
9,551
-321
4546
$396K ﹤0.01%
64,607
-92,812
4547
$394K ﹤0.01%
62,946
-9,047
4548
$394K ﹤0.01%
25,616
-6,170
4549
$394K ﹤0.01%
339,305
-29,734
4550
$394K ﹤0.01%
+15,135
180 181
182
183 184