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
2176
$7.46M ﹤0.01%
2,396,896
+2,302,368
2177
$7.45M ﹤0.01%
780,235
+289,692
2178
$7.45M ﹤0.01%
163,002
+134,824
2179
$7.44M ﹤0.01%
673,313
-109,919
2180
$7.44M ﹤0.01%
1,155,842
+276,528
2181
$7.43M ﹤0.01%
662,561
+399,197
2182
$7.43M ﹤0.01%
312,164
+36,461
2183
$7.43M ﹤0.01%
468,424
+251,528
2184
$7.43M ﹤0.01%
305,084
+210,588
2185
$7.42M ﹤0.01%
319,124
+78,929
2186
$7.42M ﹤0.01%
430,678
-1,983
2187
$7.42M ﹤0.01%
733,555
+78,274
2188
$7.42M ﹤0.01%
538,533
+109,149
2189
$7.41M ﹤0.01%
252,780
-53,177
2190
$7.41M ﹤0.01%
270,249
+133,046
2191
$7.4M ﹤0.01%
158,863
+56,991
2192
$7.39M ﹤0.01%
190,229
+173,741
2193
$7.34M ﹤0.01%
317,584
-24,221
2194
$7.31M ﹤0.01%
838,338
+134,929
2195
$7.3M ﹤0.01%
+355,727
2196
$7.3M ﹤0.01%
368,416
-115,205
2197
$7.29M ﹤0.01%
380,495
+9,358
2198
$7.27M ﹤0.01%
479,294
+374,650
2199
$7.27M ﹤0.01%
44,151
-14,357
2200
$7.26M ﹤0.01%
137,950
86 87
88
89 90