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
2551
$4.85M ﹤0.01%
469,032
-13,443
2552
$4.84M ﹤0.01%
178,164
+92,700
2553
$4.83M ﹤0.01%
13,430
-157
2554
$4.82M ﹤0.01%
390,630
+164,917
2555
$4.82M ﹤0.01%
172,939
+55,638
2556
$4.82M ﹤0.01%
230,819
-232,468
2557
$4.81M ﹤0.01%
524,808
-17,859
2558
$4.81M ﹤0.01%
286,937
-7,512
2559
$4.8M ﹤0.01%
157,639
-28,573
2560
$4.8M ﹤0.01%
237,124
+19,594
2561
$4.8M ﹤0.01%
536,215
-4,831
2562
$4.79M ﹤0.01%
312,051
-28,193
2563
$4.79M ﹤0.01%
400,644
+50,211
2564
$4.78M ﹤0.01%
476,464
+237,985
2565
$4.78M ﹤0.01%
371,085
-61,462
2566
$4.78M ﹤0.01%
173,893
+77,775
2567
$4.78M ﹤0.01%
76,884
+709
2568
$4.77M ﹤0.01%
601,094
+376,524
2569
$4.77M ﹤0.01%
269,697
-496,955
2570
$4.77M ﹤0.01%
92,865
+33,022
2571
$4.76M ﹤0.01%
217,636
-93,676
2572
$4.76M ﹤0.01%
75,996
+13,569
2573
$4.76M ﹤0.01%
91,426
-129,373
2574
$4.75M ﹤0.01%
630,430
+587,600
2575
$4.75M ﹤0.01%
271,266
-8,426
101 102
103
104 105