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
2651
$4.4M ﹤0.01%
70,653
+16,885
2652
$4.4M ﹤0.01%
71,327
-34,963
2653
$4.4M ﹤0.01%
2,237
-886
2654
$4.39M ﹤0.01%
45,233
+2,828
2655
$4.38M ﹤0.01%
305,088
+6,665
2656
$4.38M ﹤0.01%
282,291
-10,693
2657
$4.37M ﹤0.01%
503,763
+17,910
2658
$4.35M ﹤0.01%
701,900
-6,478
2659
$4.35M ﹤0.01%
165,751
+67,463
2660
$4.34M ﹤0.01%
77,145
+23,978
2661
$4.34M ﹤0.01%
97,165
+57,931
2662
$4.34M ﹤0.01%
84,778
+67,406
2663
$4.34M ﹤0.01%
47,644
-24,054
2664
$4.33M ﹤0.01%
480,177
-28,612
2665
$4.33M ﹤0.01%
185,317
-28,538
2666
$4.33M ﹤0.01%
433,938
-41,877
2667
$4.33M ﹤0.01%
75,382
-3,053
2668
$4.32M ﹤0.01%
80,278
-495
2669
$4.31M ﹤0.01%
465,493
+50,547
2670
$4.3M ﹤0.01%
237,945
+22,618
2671
$4.3M ﹤0.01%
832,901
+413,273
2672
$4.3M ﹤0.01%
198,119
+61,173
2673
$4.29M ﹤0.01%
296,658
-252,852
2674
$4.28M ﹤0.01%
129,816
+79,654
2675
$4.28M ﹤0.01%
732,184
-594,561
105 106
107
108 109