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
2901
$3.35M ﹤0.01%
54,167
-21,088
2902
$3.33M ﹤0.01%
63,925
+38,004
2903
$3.32M ﹤0.01%
242,822
+114,251
2904
$3.32M ﹤0.01%
143,622
+13,125
2905
$3.32M ﹤0.01%
32,205
+20,046
2906
$3.32M ﹤0.01%
235,640
-47,418
2907
$3.32M ﹤0.01%
67,046
+2,458
2908
$3.3M ﹤0.01%
+99,802
2909
$3.29M ﹤0.01%
+131,690
2910
$3.29M ﹤0.01%
627,075
-60,625
2911
$3.29M ﹤0.01%
114,723
+89,398
2912
$3.29M ﹤0.01%
84,615
-37,847
2913
$3.28M ﹤0.01%
334,626
+694
2914
$3.28M ﹤0.01%
100,476
+44,559
2915
$3.28M ﹤0.01%
55,468
+5,864
2916
$3.28M ﹤0.01%
844,669
+26,303
2917
$3.28M ﹤0.01%
92,442
-28,917
2918
$3.28M ﹤0.01%
69,728
+16,213
2919
$3.27M ﹤0.01%
245,093
+119,524
2920
$3.27M ﹤0.01%
399,167
+34,765
2921
$3.27M ﹤0.01%
234,456
+78,410
2922
$3.27M ﹤0.01%
153,468
-201,408
2923
$3.27M ﹤0.01%
85,476
+396
2924
$3.26M ﹤0.01%
118,768
-976
2925
$3.25M ﹤0.01%
275,085
+3,444
115 116
117
118 119