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
4901
$220K ﹤0.01%
+57,324
4902
$220K ﹤0.01%
14,602
-31,423
4903
$220K ﹤0.01%
123,873
+106,090
4904
$219K ﹤0.01%
12,898
-3,867
4905
$219K ﹤0.01%
+5,889
4906
$219K ﹤0.01%
2,533
-4,663
4907
$218K ﹤0.01%
+12,453
4908
$218K ﹤0.01%
122,668
-9,270
4909
$218K ﹤0.01%
+14,729
4910
$218K ﹤0.01%
+24,248
4911
$218K ﹤0.01%
11,001
+324
4912
$214K ﹤0.01%
+29,447
4913
$214K ﹤0.01%
5,349
-4,395
4914
$213K ﹤0.01%
+7,117
4915
$213K ﹤0.01%
+15,130
4916
$213K ﹤0.01%
+3,336
4917
$212K ﹤0.01%
+7,217
4918
$212K ﹤0.01%
4,199
+1,762
4919
$211K ﹤0.01%
25,630
+8,182
4920
$211K ﹤0.01%
498
-506
4921
$211K ﹤0.01%
16,092
-1,554
4922
$211K ﹤0.01%
8,610
+135
4923
$211K ﹤0.01%
14,260
-29,264
4924
$210K ﹤0.01%
10,407
-1,046
4925
$210K ﹤0.01%
13,079
+1,850
195 196
197
198 199