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
5801
$15K ﹤0.01%
4
-5
5802
$15K ﹤0.01%
+7,452
5803
$15K ﹤0.01%
863
-2,691
5804
$15K ﹤0.01%
+113
5805
$15K ﹤0.01%
+1,045
5806
$15K ﹤0.01%
+34
5807
$15K ﹤0.01%
+1,800
5808
$15K ﹤0.01%
+2,411
5809
$15K ﹤0.01%
+1,622
5810
$15K ﹤0.01%
+280
5811
$15K ﹤0.01%
+627
5812
$14K ﹤0.01%
+4,696
5813
$14K ﹤0.01%
36,281
-17,107
5814
$14K ﹤0.01%
+1,030
5815
$14K ﹤0.01%
+845
5816
$14K ﹤0.01%
2,400
-25,225
5817
$14K ﹤0.01%
+4,501
5818
$14K ﹤0.01%
+1,400
5819
$14K ﹤0.01%
+2,176
5820
$14K ﹤0.01%
+6,083
5821
– –
0
5822
$14K ﹤0.01%
+1,150
5823
$14K ﹤0.01%
3,388
-1,950
5824
$14K ﹤0.01%
2,950
-248
5825
$14K ﹤0.01%
+285
231 232
233
234 235