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
5376
$71K ﹤0.01%
+5,540
5377
$70K ﹤0.01%
49,681
-2,300
5378
$70K ﹤0.01%
+8,400
5379
$70K ﹤0.01%
12,900
5380
$70K ﹤0.01%
+744
5381
$70K ﹤0.01%
+2,347
5382
$70K ﹤0.01%
+4,000
5383
$69K ﹤0.01%
28,094
+3,022
5384
$69K ﹤0.01%
+4,792
5385
$69K ﹤0.01%
+2,361
5386
$68K ﹤0.01%
+3,558
5387
$68K ﹤0.01%
5,850
-4,194
5388
$68K ﹤0.01%
+3,085
5389
$68K ﹤0.01%
+55,153
5390
$67K ﹤0.01%
+24,814
5391
$67K ﹤0.01%
145,800
+135,300
5392
$66K ﹤0.01%
12,846
-5,179
5393
$66K ﹤0.01%
+6,910
5394
$66K ﹤0.01%
253
-182
5395
$66K ﹤0.01%
+4,972
5396
$66K ﹤0.01%
32,616
+354
5397
$65K ﹤0.01%
+2,150
5398
$65K ﹤0.01%
+2,478
5399
$65K ﹤0.01%
17,641
+5,000
5400
$65K ﹤0.01%
2,077
+132
214 215
216
217 218