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
2376
$5.99M ﹤0.01%
12,984
+7,527
2377
$5.99M ﹤0.01%
149,850
-38,957
2378
$5.98M ﹤0.01%
168,471
+128,290
2379
$5.97M ﹤0.01%
94,398
-506,043
2380
$5.97M ﹤0.01%
499,765
-286,300
2381
$5.97M ﹤0.01%
30,450
-94,115
2382
$5.96M ﹤0.01%
2,292,788
-216,438
2383
$5.95M ﹤0.01%
38,811
+18,820
2384
$5.95M ﹤0.01%
573,417
+109,759
2385
$5.94M ﹤0.01%
157,282
-11,698
2386
$5.94M ﹤0.01%
2,971,038
-146,677
2387
$5.93M ﹤0.01%
174,529
+1,359
2388
$5.93M ﹤0.01%
400,911
+149,523
2389
$5.91M ﹤0.01%
536,478
-52,758
2390
$5.9M ﹤0.01%
176,009
+31,151
2391
$5.89M ﹤0.01%
263,789
-39,725
2392
$5.89M ﹤0.01%
51,245
+35,999
2393
$5.88M ﹤0.01%
487,148
+110,897
2394
$5.88M ﹤0.01%
196,358
+39,509
2395
$5.87M ﹤0.01%
129,328
-906
2396
$5.87M ﹤0.01%
49,400
+11,325
2397
$5.85M ﹤0.01%
162,815
+684
2398
$5.84M ﹤0.01%
536,735
-5,973
2399
$5.84M ﹤0.01%
215,744
+114,210
2400
$5.83M ﹤0.01%
296,978
+191,999
94 95
96
97 98