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
451
$101M 0.04%
3,264,688
+2,906,690
452
$100M 0.04%
1,337,383
+328,028
453
$100M 0.04%
957,013
+32,595
454
$99.9M 0.04%
2,517,642
+457,184
455
$99.7M 0.04%
735,745
-441,598
456
$99.6M 0.04%
2,181,349
+28,911
457
$99.6M 0.04%
2,174,449
-39,544
458
$99.5M 0.04%
3,356,227
+992,949
459
$98.9M 0.04%
714,226
+74,238
460
$98.7M 0.04%
5,537,374
+818,924
461
$98.3M 0.04%
7,017,361
-8,410,449
462
$98.2M 0.04%
3,497,618
+2,956,347
463
$98M 0.04%
2,775,841
+247,740
464
$97.4M 0.04%
942,406
+205,948
465
$97.3M 0.04%
10,004,484
-1,377,327
466
$96.8M 0.04%
6,327,329
-884,462
467
$96.6M 0.04%
1,163,805
-100,964
468
$96.6M 0.04%
2,682,876
+869,350
469
$96.5M 0.04%
875,046
-54,996
470
$96.3M 0.04%
1,294,573
+378,004
471
$96.2M 0.04%
4,571,194
+255,550
472
$95.9M 0.04%
2,651,495
-133,683
473
$95.8M 0.04%
3,775,326
-94,044
474
$95.7M 0.04%
6,518,069
-680,490
475
$95.6M 0.04%
916,755
+162,344
17 18
19
20 21