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
5001
$178K ﹤0.01%
+8,119
5002
$177K ﹤0.01%
+3,439
5003
$177K ﹤0.01%
+22,169
5004
$176K ﹤0.01%
28,802
-13,218
5005
$176K ﹤0.01%
2,227
-3,008
5006
$176K ﹤0.01%
+4,168
5007
$176K ﹤0.01%
+9,012
5008
$176K ﹤0.01%
9,908
-289
5009
$174K ﹤0.01%
34,534
+6,476
5010
$174K ﹤0.01%
+5,410
5011
$173K ﹤0.01%
+8,014
5012
$173K ﹤0.01%
16
+10
5013
$173K ﹤0.01%
15,877
-11,510
5014
$172K ﹤0.01%
+9,340
5015
$172K ﹤0.01%
8,001
-2,657
5016
$172K ﹤0.01%
9,811
+1,787
5017
$172K ﹤0.01%
2,902
-1,674
5018
$170K ﹤0.01%
+6,225
5019
$170K ﹤0.01%
+5,931
5020
$170K ﹤0.01%
17,737
+1,331
5021
$170K ﹤0.01%
44,036
+20,000
5022
$170K ﹤0.01%
1,603
-227
5023
$169K ﹤0.01%
+14,311
5024
$169K ﹤0.01%
33,261
-37,322
5025
$169K ﹤0.01%
+3,500
199 200
201
202 203