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
4551
$393K ﹤0.01%
32,450
+4,525
4552
$393K ﹤0.01%
52,448
+35,434
4553
$391K ﹤0.01%
10,535
-1,804
4554
$391K ﹤0.01%
+16,909
4555
$390K ﹤0.01%
+22,760
4556
$390K ﹤0.01%
13,904
-590
4557
$389K ﹤0.01%
5,343
+244
4558
$388K ﹤0.01%
13,595
-19,759
4559
$388K ﹤0.01%
25,631
+1,831
4560
$387K ﹤0.01%
13,191
-7,578
4561
$387K ﹤0.01%
5,638
-326
4562
$387K ﹤0.01%
23,087
-81,891
4563
$386K ﹤0.01%
29,054
-603
4564
$386K ﹤0.01%
5,490
+594
4565
$386K ﹤0.01%
88,895
-105,742
4566
$384K ﹤0.01%
27,475
+13,174
4567
$384K ﹤0.01%
23,245
+11,892
4568
$384K ﹤0.01%
+28,622
4569
$382K ﹤0.01%
24,497
-6,764
4570
$382K ﹤0.01%
26,267
-78
4571
$382K ﹤0.01%
13,260
-128
4572
$381K ﹤0.01%
+6,152
4573
$381K ﹤0.01%
87,653
+70,733
4574
$380K ﹤0.01%
65,528
-81,115
4575
$380K ﹤0.01%
37,881
+22,010
181 182
183
184 185