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
5151
$131K ﹤0.01%
37,108
-3,380
5152
$131K ﹤0.01%
7,821
-3,240
5153
$131K ﹤0.01%
13,893
5154
$131K ﹤0.01%
12,518
-1,540
5155
$131K ﹤0.01%
+23,587
5156
$131K ﹤0.01%
+6,174
5157
$130K ﹤0.01%
3,844
-5,340
5158
$129K ﹤0.01%
12,663
-2,245
5159
$128K ﹤0.01%
+9,979
5160
$128K ﹤0.01%
+3,711
5161
$128K ﹤0.01%
+7,214
5162
$127K ﹤0.01%
2,292
-5,856
5163
$127K ﹤0.01%
+19,200
5164
$127K ﹤0.01%
+4,248
5165
$127K ﹤0.01%
2,243
-1,008
5166
$126K ﹤0.01%
+5,928
5167
$126K ﹤0.01%
+4,154
5168
$126K ﹤0.01%
9,652
-7,774
5169
$126K ﹤0.01%
11,414
5170
$126K ﹤0.01%
+4,807
5171
$125K ﹤0.01%
+1,300
5172
$125K ﹤0.01%
6,257
-65,622
5173
$125K ﹤0.01%
+40,861
5174
$125K ﹤0.01%
+6,514
5175
$124K ﹤0.01%
13,254
-9,429
205 206
207
208 209