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
4926
$210K ﹤0.01%
+7,686
4927
$210K ﹤0.01%
27,588
+15,427
4928
$209K ﹤0.01%
19,124
-77,647
4929
$208K ﹤0.01%
+5,211
4930
$208K ﹤0.01%
+57,861
4931
$206K ﹤0.01%
24
-46
4932
$206K ﹤0.01%
973
+116
4933
$205K ﹤0.01%
+17,458
4934
$204K ﹤0.01%
+4,900
4935
$204K ﹤0.01%
73,176
+52,680
4936
$203K ﹤0.01%
4,560
4937
$203K ﹤0.01%
+3,183
4938
$203K ﹤0.01%
6,019
-171
4939
$203K ﹤0.01%
203,150
+126,439
4940
$202K ﹤0.01%
4,595
-23,123
4941
– –
0
4942
$202K ﹤0.01%
+8,772
4943
$202K ﹤0.01%
+8,670
4944
$201K ﹤0.01%
8,408
-23,674
4945
$201K ﹤0.01%
12,438
+8,663
4946
$200K ﹤0.01%
16,338
-1,500
4947
$200K ﹤0.01%
+6,081
4948
$199K ﹤0.01%
712
+116
4949
$197K ﹤0.01%
48,176
-1,400
4950
$197K ﹤0.01%
29,946
-20,492
196 197
198
199 200