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
5626
$33K ﹤0.01%
+2,491
5627
$33K ﹤0.01%
+1,140
5628
$33K ﹤0.01%
2,919
-97,849
5629
$33K ﹤0.01%
+5,407
5630
$32K ﹤0.01%
+9,700
5631
$32K ﹤0.01%
14,046
5632
$32K ﹤0.01%
+2,300
5633
$32K ﹤0.01%
+3,200
5634
$32K ﹤0.01%
+18
5635
$32K ﹤0.01%
+2,000
5636
$32K ﹤0.01%
+2,280
5637
$32K ﹤0.01%
+585
5638
$32K ﹤0.01%
+646
5639
$32K ﹤0.01%
+3,521
5640
$32K ﹤0.01%
+2,860
5641
$32K ﹤0.01%
+2,600
5642
$31K ﹤0.01%
+1,628
5643
$31K ﹤0.01%
5,267
-164,318
5644
– –
0
5645
$31K ﹤0.01%
+3,914
5646
$31K ﹤0.01%
1,762
-102,359
5647
$31K ﹤0.01%
+1,594
5648
$31K ﹤0.01%
55,958
+31,600
5649
$31K ﹤0.01%
+2,058
5650
$31K ﹤0.01%
+12,100
224 225
226
227 228