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
2226
$7.03M ﹤0.01%
219,322
+16,659
2227
$7.03M ﹤0.01%
798,435
+150,890
2228
$7.03M ﹤0.01%
220,699
-254,277
2229
$7.02M ﹤0.01%
349,973
-3,171
2230
$7.02M ﹤0.01%
87,398
+83,914
2231
$7.01M ﹤0.01%
360,499
-26,148
2232
$7M ﹤0.01%
139,416
+12,756
2233
$6.99M ﹤0.01%
110,622
-20,205
2234
$6.98M ﹤0.01%
34,904
-5,094
2235
$6.98M ﹤0.01%
409,995
-219,515
2236
$6.97M ﹤0.01%
327,205
-26,363
2237
$6.97M ﹤0.01%
121,584
+636
2238
$6.96M ﹤0.01%
131,705
+48,139
2239
$6.94M ﹤0.01%
250,087
-35,406
2240
$6.93M ﹤0.01%
405,983
+67,886
2241
$6.92M ﹤0.01%
752,801
-207,931
2242
$6.92M ﹤0.01%
1,718,189
+518,079
2243
$6.92M ﹤0.01%
177,766
+1,946
2244
$6.92M ﹤0.01%
724,369
-150,474
2245
$6.91M ﹤0.01%
139,059
-25,425
2246
$6.91M ﹤0.01%
176,423
-10,895
2247
$6.91M ﹤0.01%
+368,401
2248
$6.91M ﹤0.01%
719,586
-14,041
2249
$6.91M ﹤0.01%
186,568
-259,616
2250
$6.88M ﹤0.01%
345,000
88 89
90
91 92