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
4976
$189K ﹤0.01%
23,693
+9,920
4977
$189K ﹤0.01%
14,562
4978
$188K ﹤0.01%
+36,400
4979
$187K ﹤0.01%
2,852
-5,143
4980
$186K ﹤0.01%
3,088
-57,657
4981
$186K ﹤0.01%
46,433
+14,085
4982
$186K ﹤0.01%
3,252
-24,436
4983
$186K ﹤0.01%
16,014
-3,100
4984
$185K ﹤0.01%
6,736
+5,173
4985
$184K ﹤0.01%
+11,941
4986
$184K ﹤0.01%
+26,096
4987
– –
-1
4988
$184K ﹤0.01%
+7,244
4989
$184K ﹤0.01%
+2,245
4990
$183K ﹤0.01%
+8,797
4991
$182K ﹤0.01%
+29,671
4992
$182K ﹤0.01%
+19,086
4993
$182K ﹤0.01%
13,759
-1,032
4994
$181K ﹤0.01%
27,104
4995
$180K ﹤0.01%
+9,382
4996
$179K ﹤0.01%
+8,248
4997
$179K ﹤0.01%
6,496
-3,272
4998
$179K ﹤0.01%
11,055
+79
4999
$178K ﹤0.01%
+177
5000
$178K ﹤0.01%
5,011
-2,069
198 199
200
201 202