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
4601
$368K ﹤0.01%
20,772
-55,104
4602
$367K ﹤0.01%
+50,450
4603
$366K ﹤0.01%
14,072
+1,491
4604
$365K ﹤0.01%
39,471
+3,299
4605
$365K ﹤0.01%
31,066
+8,698
4606
$365K ﹤0.01%
30,497
-52,244
4607
$364K ﹤0.01%
17,977
-8,946
4608
$364K ﹤0.01%
45,308
+1,807
4609
$364K ﹤0.01%
+19,644
4610
$364K ﹤0.01%
+12,417
4611
$363K ﹤0.01%
11,779
+1,670
4612
$363K ﹤0.01%
21,986
-46,158
4613
$362K ﹤0.01%
11,344
-3,511
4614
$362K ﹤0.01%
27,136
+10,436
4615
$361K ﹤0.01%
28,440
-31,067
4616
$361K ﹤0.01%
11,174
-1,695
4617
$361K ﹤0.01%
19,495
-10,548
4618
$360K ﹤0.01%
139,041
-13,941
4619
$360K ﹤0.01%
15,731
+4,635
4620
$360K ﹤0.01%
+10,903
4621
$360K ﹤0.01%
68,590
-73,371
4622
$358K ﹤0.01%
+104,160
4623
$358K ﹤0.01%
16,400
-2,197
4624
$357K ﹤0.01%
8,513
+2,645
4625
$357K ﹤0.01%
+4,978
183 184
185
186 187