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
4826
$255K ﹤0.01%
+13,045
4827
$255K ﹤0.01%
16,416
-4,918
4828
$254K ﹤0.01%
12,641
-199
4829
$254K ﹤0.01%
14,889
+2,425
4830
$253K ﹤0.01%
37,814
+2,668
4831
$253K ﹤0.01%
19,862
-9,787
4832
$252K ﹤0.01%
+6,710
4833
$251K ﹤0.01%
+14,723
4834
$251K ﹤0.01%
+16,848
4835
$251K ﹤0.01%
29,314
-211,289
4836
$251K ﹤0.01%
25,818
-2,508
4837
$251K ﹤0.01%
5,245
-3,025
4838
$250K ﹤0.01%
25,648
+2,272
4839
$250K ﹤0.01%
+13,131
4840
$250K ﹤0.01%
8,200
+493
4841
$250K ﹤0.01%
33,468
+10,544
4842
$250K ﹤0.01%
17,665
-20,090
4843
$249K ﹤0.01%
117,461
-49,163
4844
$249K ﹤0.01%
+16,911
4845
$248K ﹤0.01%
6,278
+4,616
4846
$248K ﹤0.01%
5,013
-36,627
4847
$247K ﹤0.01%
9,505
+547
4848
$247K ﹤0.01%
+8,016
4849
$247K ﹤0.01%
16,554
+881
4850
$245K ﹤0.01%
10,529
-1,673
192 193
194
195 196