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
5601
$35K ﹤0.01%
+872
5602
$35K ﹤0.01%
6,076
-104,864
5603
$35K ﹤0.01%
+494
5604
$35K ﹤0.01%
+2,621
5605
$35K ﹤0.01%
+4,500
5606
$35K ﹤0.01%
+2,685
5607
$35K ﹤0.01%
26,508
-11,297
5608
– –
0
5609
$35K ﹤0.01%
+1,080
5610
$34K ﹤0.01%
+1,060
5611
$34K ﹤0.01%
+2,949
5612
– –
0
5613
$34K ﹤0.01%
+1,430
5614
$34K ﹤0.01%
+1,212
5615
$34K ﹤0.01%
+1,751
5616
$34K ﹤0.01%
+6,900
5617
$34K ﹤0.01%
12,480
-33,413
5618
$34K ﹤0.01%
+5,739
5619
$34K ﹤0.01%
20,798
-19,741
5620
$34K ﹤0.01%
+1,729
5621
$33K ﹤0.01%
639
-971
5622
$33K ﹤0.01%
+6,615
5623
$33K ﹤0.01%
25,954
-9,603
5624
$33K ﹤0.01%
+6,200
5625
$33K ﹤0.01%
2,920
-2,029
223 224
225
226 227