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
5676
$27K ﹤0.01%
41,092
+8,931
5677
$27K ﹤0.01%
+1,087
5678
$27K ﹤0.01%
6,944
-8,090
5679
$26K ﹤0.01%
11,224
-3,846
5680
$26K ﹤0.01%
+1,018
5681
$26K ﹤0.01%
+603
5682
$26K ﹤0.01%
+10,000
5683
$26K ﹤0.01%
+2,844
5684
$25K ﹤0.01%
+6,200
5685
$25K ﹤0.01%
+3,324
5686
$25K ﹤0.01%
4,555
-43,803
5687
$25K ﹤0.01%
+1,120
5688
$25K ﹤0.01%
+543
5689
$25K ﹤0.01%
+4,691
5690
$25K ﹤0.01%
14,170
-1,174
5691
$25K ﹤0.01%
+44
5692
$24K ﹤0.01%
+478
5693
$24K ﹤0.01%
+230
5694
$23K ﹤0.01%
+3,021
5695
$23K ﹤0.01%
+1,216
5696
$23K ﹤0.01%
+2,907
5697
$23K ﹤0.01%
+461
5698
$23K ﹤0.01%
+1,087
5699
$23K ﹤0.01%
+1,798
5700
$23K ﹤0.01%
11,514
-1,957,862
226 227
228
229 230