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
4751
$291K ﹤0.01%
14,694
-2,321
4752
$291K ﹤0.01%
25,169
+4,719
4753
$291K ﹤0.01%
4,867
+246
4754
$290K ﹤0.01%
71
-43
4755
$290K ﹤0.01%
21,900
4756
$290K ﹤0.01%
+29,235
4757
$289K ﹤0.01%
+22,854
4758
$289K ﹤0.01%
31,594
-23,529
4759
$288K ﹤0.01%
23,116
+1,690
4760
$288K ﹤0.01%
31,601
-12,240
4761
$288K ﹤0.01%
14,484
-5,443
4762
$288K ﹤0.01%
+17,068
4763
$288K ﹤0.01%
41,516
+10,895
4764
$287K ﹤0.01%
18,210
+5,272
4765
$285K ﹤0.01%
9,939
-3,855
4766
$285K ﹤0.01%
6,030
-4,964
4767
$285K ﹤0.01%
23,616
+8,601
4768
$284K ﹤0.01%
7,052
-23,864
4769
$284K ﹤0.01%
12,946
+262
4770
$283K ﹤0.01%
5,868
-45,917
4771
$282K ﹤0.01%
14,413
-17,180
4772
$281K ﹤0.01%
+11,210
4773
$281K ﹤0.01%
20,764
4774
$280K ﹤0.01%
+46,347
4775
$279K ﹤0.01%
2,284
+141
189 190
191
192 193