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
2326
$6.33M ﹤0.01%
22,870
+295
2327
$6.33M ﹤0.01%
357,454
-98,494
2328
$6.33M ﹤0.01%
468,029
-26,032
2329
$6.32M ﹤0.01%
490,866
-206,197
2330
$6.32M ﹤0.01%
526,551
-32,146
2331
$6.31M ﹤0.01%
122,092
+25,574
2332
$6.31M ﹤0.01%
179,219
-7,583
2333
$6.28M ﹤0.01%
596,760
+44,990
2334
$6.27M ﹤0.01%
37,909
+1,444
2335
$6.27M ﹤0.01%
221,140
-26,863
2336
$6.27M ﹤0.01%
144,235
-20,844
2337
$6.26M ﹤0.01%
473,072
+149,993
2338
$6.26M ﹤0.01%
267,838
+111,751
2339
$6.25M ﹤0.01%
275,239
+72,393
2340
$6.25M ﹤0.01%
195,508
+91,757
2341
$6.25M ﹤0.01%
133,409
+39,071
2342
$6.25M ﹤0.01%
613,729
+510,732
2343
$6.25M ﹤0.01%
354,629
+353
2344
$6.24M ﹤0.01%
150,671
+10,807
2345
$6.23M ﹤0.01%
15,698
+906
2346
$6.22M ﹤0.01%
219,342
+4,305
2347
$6.21M ﹤0.01%
186,921
-59,436
2348
$6.2M ﹤0.01%
+437,155
2349
$6.19M ﹤0.01%
142,652
+61,479
2350
$6.17M ﹤0.01%
418,887
+115,818
92 93
94
95 96