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
5526
$44K ﹤0.01%
12,899
+499
5527
$44K ﹤0.01%
+11,579
5528
$44K ﹤0.01%
+1,639
5529
$44K ﹤0.01%
+11,249
5530
$44K ﹤0.01%
21,075
-40,850
5531
$43K ﹤0.01%
+1,590
5532
$43K ﹤0.01%
+4,054
5533
$43K ﹤0.01%
153,192
-27,200
5534
$43K ﹤0.01%
3,733
-4,879
5535
$43K ﹤0.01%
+464
5536
$43K ﹤0.01%
+4,535
5537
$42K ﹤0.01%
2,164
+477
5538
$42K ﹤0.01%
+5,284
5539
$42K ﹤0.01%
14,300
5540
$42K ﹤0.01%
+168
5541
$42K ﹤0.01%
+2,800
5542
$42K ﹤0.01%
+1,325
5543
$42K ﹤0.01%
+2,103
5544
$42K ﹤0.01%
+1,873
5545
$41K ﹤0.01%
+654
5546
$41K ﹤0.01%
+3,604
5547
$41K ﹤0.01%
290
-80
5548
$41K ﹤0.01%
+4,325
5549
$41K ﹤0.01%
+1,400
5550
$41K ﹤0.01%
3
-2
220 221
222
223 224