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
5326
$80K ﹤0.01%
+2,283
5327
– –
0
5328
$80K ﹤0.01%
16,082
-731
5329
$80K ﹤0.01%
7,569
-10,429
5330
$80K ﹤0.01%
+4,171
5331
$79K ﹤0.01%
+3,200
5332
$79K ﹤0.01%
+15,595
5333
$79K ﹤0.01%
+7,000
5334
$79K ﹤0.01%
+4,780
5335
$79K ﹤0.01%
+8,749
5336
$79K ﹤0.01%
+6,083
5337
$78K ﹤0.01%
+8,737
5338
$78K ﹤0.01%
+3
5339
$78K ﹤0.01%
+5,395
5340
$78K ﹤0.01%
10,488
-84,488
5341
$78K ﹤0.01%
+3,412
5342
$78K ﹤0.01%
+4,787
5343
$77K ﹤0.01%
+6,540
5344
$77K ﹤0.01%
+4,500
5345
$77K ﹤0.01%
4,481
-660
5346
$77K ﹤0.01%
+11,690
5347
$77K ﹤0.01%
+10,420
5348
$77K ﹤0.01%
13,605
-10,441
5349
$76K ﹤0.01%
2,408
-5,978
5350
$76K ﹤0.01%
+13,155
212 213
214
215 216