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
5126
$138K ﹤0.01%
220,600
-8,400
5127
$138K ﹤0.01%
+9,182
5128
$137K ﹤0.01%
+128
5129
$137K ﹤0.01%
+5,599
5130
$137K ﹤0.01%
+10,168
5131
$136K ﹤0.01%
+1,531
5132
$136K ﹤0.01%
11,295
+9,540
5133
$136K ﹤0.01%
11,566
-7,851
5134
$135K ﹤0.01%
+6,834
5135
$135K ﹤0.01%
+4,414
5136
$135K ﹤0.01%
19,018
+1,175
5137
$135K ﹤0.01%
14,351
-31,966
5138
$135K ﹤0.01%
73,359
-13,736
5139
$135K ﹤0.01%
85,055
-74,300
5140
$135K ﹤0.01%
+7,503
5141
$134K ﹤0.01%
+3,767
5142
$134K ﹤0.01%
10,567
-4,958
5143
$134K ﹤0.01%
+6,746
5144
$133K ﹤0.01%
+4,967
5145
$133K ﹤0.01%
9,916
-24,521
5146
$133K ﹤0.01%
+17,898
5147
$132K ﹤0.01%
+12,042
5148
– –
0
5149
$132K ﹤0.01%
+5,238
5150
$132K ﹤0.01%
+6,595
204 205
206
207 208