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
5276
$92K ﹤0.01%
+5,099
5277
$92K ﹤0.01%
+733
5278
$92K ﹤0.01%
1,683
-259
5279
$92K ﹤0.01%
43,063
+14,744
5280
$92K ﹤0.01%
4,976
-85,825
5281
$91K ﹤0.01%
+39,390
5282
$91K ﹤0.01%
+9,066
5283
$91K ﹤0.01%
12,239
-12,719
5284
$90K ﹤0.01%
21,751
-39,338
5285
$90K ﹤0.01%
+1,130
5286
$90K ﹤0.01%
+1,402
5287
$90K ﹤0.01%
15,747
-36,406
5288
$90K ﹤0.01%
+4,566
5289
$90K ﹤0.01%
+2,970
5290
$89K ﹤0.01%
3,088
-9,897
5291
$88K ﹤0.01%
+4,171
5292
$88K ﹤0.01%
+4,688
5293
$88K ﹤0.01%
43
-66
5294
$88K ﹤0.01%
+8,753
5295
$87K ﹤0.01%
+4,213
5296
$87K ﹤0.01%
+18,455
5297
$87K ﹤0.01%
6,412
-5,989
5298
$87K ﹤0.01%
+4,250
5299
$87K ﹤0.01%
+6,197
5300
$85K ﹤0.01%
5,909
-6,678
210 211
212
213 214