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
276
$193M 0.08%
37,822,675
+5,243,443
277
$192M 0.08%
1,004,383
+158,206
278
$192M 0.08%
1,081,561
+200,376
279
$192M 0.08%
1,190,045
+819,745
280
$189M 0.08%
1,629,029
-452,766
281
$188M 0.08%
2,394,074
+2,274,557
282
$188M 0.08%
1,056,202
-1,656
283
$187M 0.08%
3,340,193
+957,284
284
$185M 0.08%
19,327,746
-737,871
285
$184M 0.08%
2,595,545
-22,622
286
$184M 0.08%
1,605,263
+2,364
287
$183M 0.08%
3,089,006
+35,148
288
$182M 0.08%
14,921,891
+11,825,592
289
$180M 0.08%
1,623,769
-2,449
290
$179M 0.08%
17,907,927
+310,777
291
$179M 0.08%
3,423,163
+1,084,685
292
$178M 0.08%
1,788,891
+100,227
293
$177M 0.08%
16,065,381
+14,928,306
294
$176M 0.07%
2,869,245
+144,121
295
$176M 0.07%
2,271,475
-49,200
296
$176M 0.07%
4,046,637
+2,315,943
297
$175M 0.07%
3,754,293
+178,529
298
$175M 0.07%
4,349,003
+582,517
299
$174M 0.07%
2,413,290
+265,015
300
$174M 0.07%
2,434,849
-179,927
10 11
12
13 14