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
5351
$76K ﹤0.01%
+338
5352
$76K ﹤0.01%
+9,310
5353
$75K ﹤0.01%
+8,239
5354
$75K ﹤0.01%
13,300
-6,000
5355
$75K ﹤0.01%
+26,023
5356
$75K ﹤0.01%
+1,098
5357
$74K ﹤0.01%
8,024
-2,071
5358
$74K ﹤0.01%
11,263
-1,134
5359
$74K ﹤0.01%
+3,487
5360
$74K ﹤0.01%
+5,088
5361
$74K ﹤0.01%
+713
5362
$74K ﹤0.01%
1,388
-20
5363
$74K ﹤0.01%
10,240
-49,699
5364
$73K ﹤0.01%
23,995
-3,057
5365
$73K ﹤0.01%
+4,194
5366
$73K ﹤0.01%
+5,173
5367
$72K ﹤0.01%
1,131
-13,150
5368
$72K ﹤0.01%
+4,829
5369
$72K ﹤0.01%
+2,720
5370
$72K ﹤0.01%
14,138
-10,583
5371
$71K ﹤0.01%
+1,492
5372
$71K ﹤0.01%
+6,963
5373
$71K ﹤0.01%
+13,600
5374
$71K ﹤0.01%
16,097
-76,352
5375
$71K ﹤0.01%
+5,843
213 214
215
216 217