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
4801
$269K ﹤0.01%
34,902
-16,438
4802
$269K ﹤0.01%
11
-10
4803
$269K ﹤0.01%
5,474
+95
4804
$269K ﹤0.01%
14,717
-56,627
4805
$268K ﹤0.01%
+6,909
4806
$267K ﹤0.01%
3,403
+20
4807
$267K ﹤0.01%
14,557
-2,463
4808
$266K ﹤0.01%
+295
4809
$265K ﹤0.01%
4,263
-5,265
4810
$265K ﹤0.01%
9,777
+600
4811
$265K ﹤0.01%
15,317
+3,957
4812
$264K ﹤0.01%
17,526
+2,315
4813
$264K ﹤0.01%
9,619
-14,432
4814
$260K ﹤0.01%
+13,293
4815
$259K ﹤0.01%
99,143
+2,832
4816
$259K ﹤0.01%
44,757
+13,854
4817
$259K ﹤0.01%
118,211
-1,100,246
4818
$258K ﹤0.01%
28,611
-22,613
4819
$258K ﹤0.01%
20,543
-3,669
4820
$258K ﹤0.01%
140,040
+67,368
4821
$257K ﹤0.01%
11,000
-1,400
4822
$255K ﹤0.01%
38,592
-20,403
4823
$255K ﹤0.01%
+13,668
4824
$255K ﹤0.01%
15,615
-2,630
4825
$255K ﹤0.01%
+10,137
191 192
193
194 195