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
301
$173M 0.07%
3,417,073
-172,501
302
$173M 0.07%
2,464,770
-39,364
303
$173M 0.07%
1,168,370
-186,370
304
$172M 0.07%
1,298,905
+32,304
305
$171M 0.07%
2,555,651
+301,971
306
$170M 0.07%
2,667,169
-61,816
307
$169M 0.07%
3,128,132
+110,314
308
$168M 0.07%
8,694,727
+4,649,526
309
$168M 0.07%
1,038,457
+253,706
310
$166M 0.07%
7,714,492
+23,387
311
$166M 0.07%
5,862,207
+363,569
312
$165M 0.07%
5,005,718
+658,961
313
$165M 0.07%
3,402,765
+135,266
314
$164M 0.07%
3,297,141
+1,061,617
315
$164M 0.07%
1,495,588
-288
316
$164M 0.07%
1,790,684
-127,599
317
$163M 0.07%
4,036,336
-935,977
318
$163M 0.07%
4,548,429
-591,899
319
$162M 0.07%
4,431,554
+334,425
320
$161M 0.07%
1,325,802
-119,174
321
$161M 0.07%
1,407,476
+406,936
322
$160M 0.07%
947,746
+160,471
323
$160M 0.07%
3,163,596
+1,187,168
324
$160M 0.07%
2,387,567
+658,083
325
$160M 0.07%
4,946,987
+331,355
11 12
13
14 15