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
2476
$5.29M ﹤0.01%
93,415
-6,675
2477
$5.28M ﹤0.01%
125,861
+119,080
2478
$5.27M ﹤0.01%
193,730
-8,694
2479
$5.24M ﹤0.01%
124,535
+96,401
2480
$5.24M ﹤0.01%
193,193
+18,237
2481
$5.23M ﹤0.01%
194,136
+51,472
2482
$5.23M ﹤0.01%
81,064
-135,555
2483
$5.22M ﹤0.01%
186,142
+93,325
2484
$5.22M ﹤0.01%
695,703
+219,411
2485
$5.22M ﹤0.01%
115,499
-45,922
2486
$5.22M ﹤0.01%
59,299
+43,948
2487
$5.22M ﹤0.01%
232,546
+168,768
2488
$5.22M ﹤0.01%
132,714
+42,415
2489
$5.21M ﹤0.01%
227,175
-46,674
2490
$5.21M ﹤0.01%
1,284,259
+55,228
2491
$5.21M ﹤0.01%
442,051
+27,709
2492
$5.21M ﹤0.01%
217,066
+122,206
2493
$5.21M ﹤0.01%
130,468
-94,671
2494
$5.19M ﹤0.01%
148,033
+108,369
2495
$5.19M ﹤0.01%
259,748
-2,495
2496
$5.19M ﹤0.01%
461,674
+27,622
2497
$5.18M ﹤0.01%
+148,731
2498
$5.18M ﹤0.01%
45,104
+21,562
2499
$5.17M ﹤0.01%
230,826
+12,611
2500
$5.16M ﹤0.01%
105,157
+16,299