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
5501
$47K ﹤0.01%
+5,700
5502
$47K ﹤0.01%
+3,718
5503
$47K ﹤0.01%
+3,546
5504
$47K ﹤0.01%
1,020
+482
5505
$47K ﹤0.01%
+1,927
5506
– –
0
5507
$46K ﹤0.01%
3
+2
5508
$46K ﹤0.01%
+1,676
5509
$46K ﹤0.01%
+1,061
5510
$46K ﹤0.01%
29,567
-40,711
5511
$46K ﹤0.01%
+2,513
5512
$45K ﹤0.01%
+5,684
5513
$45K ﹤0.01%
+2,150
5514
$45K ﹤0.01%
+48,525
5515
$45K ﹤0.01%
1,133
-3,775
5516
$45K ﹤0.01%
719
+69
5517
$45K ﹤0.01%
1,984
-3,416
5518
$45K ﹤0.01%
+3,091
5519
$45K ﹤0.01%
+2,945
5520
$44K ﹤0.01%
+4,743
5521
$44K ﹤0.01%
+49
5522
– –
0
5523
– –
0
5524
$44K ﹤0.01%
16,000
5525
$44K ﹤0.01%
5,274
-620
219 220
221
222 223