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
5251
$99K ﹤0.01%
12,024
-1,046
5252
$98K ﹤0.01%
5,848
+3,119
5253
$98K ﹤0.01%
12,198
-64,402
5254
$98K ﹤0.01%
6,039
-8,375
5255
$98K ﹤0.01%
+5,600
5256
$97K ﹤0.01%
12,600
-5,078
5257
$97K ﹤0.01%
8,015
-2,633
5258
$97K ﹤0.01%
21
+8
5259
$97K ﹤0.01%
484
-600
5260
$97K ﹤0.01%
7,988
-47,568
5261
$97K ﹤0.01%
2,845
-409
5262
$97K ﹤0.01%
+5,791
5263
$97K ﹤0.01%
6,035
-77,813
5264
$96K ﹤0.01%
25,925
-4,000
5265
$96K ﹤0.01%
+11,666
5266
$96K ﹤0.01%
+3,415
5267
$96K ﹤0.01%
+2,520
5268
$96K ﹤0.01%
+2,017
5269
$95K ﹤0.01%
+37
5270
$95K ﹤0.01%
5,358
-14,171
5271
$95K ﹤0.01%
+10,449
5272
$94K ﹤0.01%
7,784
-6,068
5273
$94K ﹤0.01%
28,819
+8,764
5274
$94K ﹤0.01%
4,964
-17,641
5275
$93K ﹤0.01%
+4,685
209 210
211
212 213