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
2726
$4.05M ﹤0.01%
101,905
+18,129
2727
$4.04M ﹤0.01%
618,934
-46,910
2728
$4.03M ﹤0.01%
151,455
-3,699
2729
$4.02M ﹤0.01%
68,669
-75,417
2730
$4.02M ﹤0.01%
318,287
-35,085
2731
$4.01M ﹤0.01%
107,196
+69,211
2732
$4.01M ﹤0.01%
323,408
+159,073
2733
$4.01M ﹤0.01%
330,713
+167,996
2734
$4.01M ﹤0.01%
171,181
+87,087
2735
$4M ﹤0.01%
38,159
+13,262
2736
$4M ﹤0.01%
141,841
+53,586
2737
$3.99M ﹤0.01%
53,382
+25,696
2738
$3.98M ﹤0.01%
64,006
+29,534
2739
$3.98M ﹤0.01%
522,836
+154,408
2740
$3.98M ﹤0.01%
83,162
+10,014
2741
$3.97M ﹤0.01%
66,240
+15,856
2742
$3.97M ﹤0.01%
1,083,655
-123,159
2743
$3.96M ﹤0.01%
204,707
-20,759
2744
$3.96M ﹤0.01%
346,352
-36,884
2745
$3.95M ﹤0.01%
5,863
+3,999
2746
$3.95M ﹤0.01%
353,505
+70,300
2747
$3.94M ﹤0.01%
146,733
+61,238
2748
$3.93M ﹤0.01%
66,988
-19,667
2749
$3.92M ﹤0.01%
+106,708
2750
$3.92M ﹤0.01%
86,916
+14,098
108 109
110
111 112