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
4726
$307K ﹤0.01%
98
-33
4727
$306K ﹤0.01%
19,409
+10
4728
$306K ﹤0.01%
+4,072
4729
$306K ﹤0.01%
9,938
+625
4730
$306K ﹤0.01%
20,782
+1,782
4731
$305K ﹤0.01%
25,164
-58,427
4732
$305K ﹤0.01%
24,290
+8,261
4733
$305K ﹤0.01%
+33,781
4734
$305K ﹤0.01%
121,550
-58,510
4735
$303K ﹤0.01%
4,277
-558
4736
$302K ﹤0.01%
16,760
-33,795
4737
$302K ﹤0.01%
22,991
-582
4738
$301K ﹤0.01%
18,448
+30
4739
$299K ﹤0.01%
18,741
+4,520
4740
$299K ﹤0.01%
+24,252
4741
$299K ﹤0.01%
24,151
-5,258
4742
$298K ﹤0.01%
23,643
+4,922
4743
$294K ﹤0.01%
16
+6
4744
$294K ﹤0.01%
1,321
-6,647
4745
$293K ﹤0.01%
89
+31
4746
$293K ﹤0.01%
22,474
4747
$293K ﹤0.01%
+24,854
4748
$293K ﹤0.01%
49,099
-18,807
4749
$292K ﹤0.01%
+9,645
4750
$292K ﹤0.01%
+20,191
188 189
190
191 192