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
5026
$168K ﹤0.01%
401
-2,263
5027
$168K ﹤0.01%
16,806
5028
$168K ﹤0.01%
+2,316
5029
$168K ﹤0.01%
+6,100
5030
$168K ﹤0.01%
35,033
+20,532
5031
$167K ﹤0.01%
+19,075
5032
$167K ﹤0.01%
+4,114
5033
$167K ﹤0.01%
+9,389
5034
$167K ﹤0.01%
+5,270
5035
$166K ﹤0.01%
+11,390
5036
$166K ﹤0.01%
22,678
-250,544
5037
$166K ﹤0.01%
8,799
-30,177
5038
$165K ﹤0.01%
+4,356
5039
$164K ﹤0.01%
+17,148
5040
$164K ﹤0.01%
21,607
+5,393
5041
$163K ﹤0.01%
+9,090
5042
$163K ﹤0.01%
410
+81
5043
$163K ﹤0.01%
+3,000
5044
$163K ﹤0.01%
+9,744
5045
$162K ﹤0.01%
+5,805
5046
$162K ﹤0.01%
23,188
-3,000
5047
$161K ﹤0.01%
13,215
-1,148
5048
$160K ﹤0.01%
4,631
-12,970
5049
$160K ﹤0.01%
15,307
-16,578
5050
$160K ﹤0.01%
17,176
+1,272
200 201
202
203 204