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
4876
$232K ﹤0.01%
13,163
-2,349
4877
$231K ﹤0.01%
27,078
+13,347
4878
$231K ﹤0.01%
+12,802
4879
$230K ﹤0.01%
22,000
-20,029
4880
$228K ﹤0.01%
4,479
-1,565
4881
$228K ﹤0.01%
54,065
+19,945
4882
$228K ﹤0.01%
7,196
-918
4883
$228K ﹤0.01%
63,902
+1,632
4884
$228K ﹤0.01%
19,271
+5,872
4885
$227K ﹤0.01%
19,646
+3,532
4886
$227K ﹤0.01%
+12,062
4887
$227K ﹤0.01%
124,435
+72,176
4888
$227K ﹤0.01%
24,840
-29,125
4889
$226K ﹤0.01%
+16,623
4890
$226K ﹤0.01%
9,784
-24,362
4891
$226K ﹤0.01%
20,363
+8,371
4892
$223K ﹤0.01%
986
-321
4893
$223K ﹤0.01%
104
-98
4894
$223K ﹤0.01%
51,263
+24,323
4895
$223K ﹤0.01%
7,500
-25,581
4896
$222K ﹤0.01%
7,720
-714
4897
$221K ﹤0.01%
39,811
+27,868
4898
$221K ﹤0.01%
20,277
-308,098
4899
$220K ﹤0.01%
+13,929
4900
$220K ﹤0.01%
17,905
-7,468
194 195
196
197 198