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
4701
$323K ﹤0.01%
+14,853
4702
$322K ﹤0.01%
+16,194
4703
$322K ﹤0.01%
324
+259
4704
$322K ﹤0.01%
20,818
+284
4705
$321K ﹤0.01%
15,464
+652
4706
$321K ﹤0.01%
2,999
-662
4707
$319K ﹤0.01%
9
+1
4708
$319K ﹤0.01%
25,439
+7,242
4709
$317K ﹤0.01%
23,877
+4,457
4710
$316K ﹤0.01%
761
-450
4711
$315K ﹤0.01%
5,187
+1,088
4712
$315K ﹤0.01%
4,595
-519
4713
$314K ﹤0.01%
10,134
-132,823
4714
$314K ﹤0.01%
4,800
4715
$314K ﹤0.01%
27,403
-17,227
4716
$313K ﹤0.01%
22,047
-7,761
4717
$313K ﹤0.01%
24,343
-22,421
4718
$313K ﹤0.01%
106,871
-7,875
4719
$310K ﹤0.01%
30,615
-7,134
4720
$310K ﹤0.01%
20,997
-5,463
4721
$310K ﹤0.01%
4,971
-54,288
4722
$309K ﹤0.01%
12,169
-21,173
4723
$309K ﹤0.01%
25,682
-13,693
4724
$309K ﹤0.01%
8,597
-33,712
4725
$307K ﹤0.01%
30,313
+11,161
187 188
189
190 191