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
5176
$124K ﹤0.01%
+32,949
5177
$123K ﹤0.01%
+4,900
5178
$123K ﹤0.01%
10,174
+79
5179
$123K ﹤0.01%
+7,092
5180
$122K ﹤0.01%
92,300
+35,408
5181
$122K ﹤0.01%
14,127
+900
5182
$122K ﹤0.01%
7,192
-3,468
5183
$121K ﹤0.01%
527
-27
5184
$121K ﹤0.01%
+11,431
5185
$121K ﹤0.01%
12,037
+8,012
5186
$120K ﹤0.01%
+2,752
5187
$120K ﹤0.01%
+9,781
5188
$119K ﹤0.01%
2,968
+673
5189
$119K ﹤0.01%
+5,306
5190
$119K ﹤0.01%
+19,152
5191
$119K ﹤0.01%
+7,429
5192
$119K ﹤0.01%
8,112
-68,676
5193
$119K ﹤0.01%
12,059
-2,507
5194
$118K ﹤0.01%
+2,670
5195
$118K ﹤0.01%
+434
5196
$117K ﹤0.01%
5,678
-6,538
5197
– –
0
5198
$117K ﹤0.01%
441
-8,941
5199
$117K ﹤0.01%
24,933
+2,799
5200
$117K ﹤0.01%
9,393
-8,447
206 207
208
209 210