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
5476
$50K ﹤0.01%
+7,319
5477
$50K ﹤0.01%
+690
5478
$50K ﹤0.01%
+6,448
5479
$50K ﹤0.01%
6,755
-4,023
5480
$50K ﹤0.01%
8,187
-1,912
5481
$50K ﹤0.01%
22,870
-320,917
5482
$50K ﹤0.01%
+14,362
5483
$50K ﹤0.01%
+14,757
5484
$50K ﹤0.01%
+906
5485
$50K ﹤0.01%
+4,310
5486
$50K ﹤0.01%
+18,700
5487
$50K ﹤0.01%
9,697
-2,133
5488
$50K ﹤0.01%
+1,832
5489
$49K ﹤0.01%
+5,000
5490
$49K ﹤0.01%
+10,213
5491
$49K ﹤0.01%
4,796
-15,304
5492
$49K ﹤0.01%
+2,495
5493
$49K ﹤0.01%
2,260
-218,050
5494
$49K ﹤0.01%
+5,000
5495
$48K ﹤0.01%
+1,704
5496
$48K ﹤0.01%
2,930
-18,650
5497
$48K ﹤0.01%
+2,192
5498
$48K ﹤0.01%
+2,261
5499
$48K ﹤0.01%
+1,650
5500
$48K ﹤0.01%
+2,473
218 219
220
221 222