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
4626
$357K ﹤0.01%
+17,182
4627
$356K ﹤0.01%
39,758
-32,368
4628
$356K ﹤0.01%
12,703
-2,399
4629
$355K ﹤0.01%
35,031
+1,301
4630
$355K ﹤0.01%
17,213
+6,678
4631
$355K ﹤0.01%
122,215
+84,267
4632
$354K ﹤0.01%
7,155
-1,286
4633
$353K ﹤0.01%
18,616
+2,152
4634
$353K ﹤0.01%
11,214
+893
4635
$353K ﹤0.01%
16,455
-8,918
4636
$352K ﹤0.01%
+8,573
4637
$352K ﹤0.01%
17,771
+1,291
4638
$351K ﹤0.01%
5,282
+191
4639
$351K ﹤0.01%
6,346
-1,999
4640
$351K ﹤0.01%
+28,254
4641
$349K ﹤0.01%
2,551
-3,630
4642
$349K ﹤0.01%
16,802
+4,854
4643
$348K ﹤0.01%
19,844
+3,578
4644
$348K ﹤0.01%
5,650
-3,271
4645
$347K ﹤0.01%
11,744
+1,503
4646
$347K ﹤0.01%
25,992
-286
4647
$347K ﹤0.01%
25,530
-11,264
4648
$345K ﹤0.01%
29,583
+5,023
4649
$345K ﹤0.01%
+61,739
4650
$345K ﹤0.01%
18,249
-30,696
184 185
186
187 188