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
5051
$160K ﹤0.01%
11,561
-34,643
5052
$160K ﹤0.01%
+5,465
5053
$159K ﹤0.01%
19,550
-1,000
5054
$159K ﹤0.01%
20,625
-69,844
5055
$158K ﹤0.01%
+9,502
5056
$158K ﹤0.01%
+37,296
5057
$157K ﹤0.01%
25,138
-22,151
5058
$157K ﹤0.01%
+6,381
5059
$157K ﹤0.01%
+8,127
5060
$157K ﹤0.01%
8,644
-2,544
5061
$156K ﹤0.01%
7,969
-16,398
5062
$156K ﹤0.01%
44,296
+1,327
5063
$155K ﹤0.01%
+15,231
5064
$155K ﹤0.01%
+12,663
5065
$155K ﹤0.01%
4,072
-4,921
5066
$154K ﹤0.01%
19,900
-25,380
5067
$154K ﹤0.01%
+11,886
5068
$154K ﹤0.01%
22,776
-252,985
5069
$153K ﹤0.01%
61,084
-8,000
5070
$153K ﹤0.01%
+6,161
5071
$153K ﹤0.01%
30,850
+4,100
5072
$153K ﹤0.01%
12,650
+1,566
5073
$153K ﹤0.01%
+7,316
5074
$153K ﹤0.01%
10,032
5075
$153K ﹤0.01%
3,558
-4,978
201 202
203
204 205