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
4951
$197K ﹤0.01%
+17,465
4952
$197K ﹤0.01%
7,415
-56,865
4953
$197K ﹤0.01%
+7,034
4954
$196K ﹤0.01%
15,435
4955
$196K ﹤0.01%
28,554
-1,543
4956
$195K ﹤0.01%
5,713
-2,715
4957
$195K ﹤0.01%
+14,999
4958
$195K ﹤0.01%
97,548
+14,140
4959
$195K ﹤0.01%
55,679
+28,918
4960
$194K ﹤0.01%
+12,616
4961
$194K ﹤0.01%
24,113
-24,101
4962
$194K ﹤0.01%
21,234
-24,172
4963
$194K ﹤0.01%
10,676
+29
4964
$194K ﹤0.01%
16,070
-9,153
4965
$193K ﹤0.01%
1,107
-376
4966
$193K ﹤0.01%
6,521
-3,042
4967
$193K ﹤0.01%
43,590
-199,458
4968
$193K ﹤0.01%
15,228
4969
$191K ﹤0.01%
+3,922
4970
$190K ﹤0.01%
+12,106
4971
$190K ﹤0.01%
602
-320
4972
$190K ﹤0.01%
11,540
+8,890
4973
$190K ﹤0.01%
103,407
+65,450
4974
$190K ﹤0.01%
2,249
-377
4975
$189K ﹤0.01%
+1,975
197 198
199
200 201