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
5426
$60K ﹤0.01%
+2,984
5427
$60K ﹤0.01%
+2,983
5428
$59K ﹤0.01%
450
-1,593
5429
$59K ﹤0.01%
35,219
-14,947
5430
$59K ﹤0.01%
+9,946
5431
$59K ﹤0.01%
+275
5432
$59K ﹤0.01%
+6,556
5433
$59K ﹤0.01%
4,659
+1,799
5434
$58K ﹤0.01%
+1,022
5435
$58K ﹤0.01%
+4,482
5436
$58K ﹤0.01%
+4,706
5437
$58K ﹤0.01%
34,750
5438
$57K ﹤0.01%
+3,447
5439
$57K ﹤0.01%
+2,597
5440
$57K ﹤0.01%
23,358
-15,395
5441
$57K ﹤0.01%
+9,872
5442
$57K ﹤0.01%
7,851
-11,447
5443
$57K ﹤0.01%
+5,000
5444
$56K ﹤0.01%
100
+42
5445
$56K ﹤0.01%
7,900
-4,329
5446
$55K ﹤0.01%
+10,866
5447
$55K ﹤0.01%
10,653
-7,789
5448
$55K ﹤0.01%
+1,653
5449
$55K ﹤0.01%
+2,178
5450
$55K ﹤0.01%
+4,751
216 217
218
219 220