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
26
$1.05B 0.44%
25,413,820
-184,933
27
$989M 0.42%
16,822,275
+3,293,814
28
$978M 0.42%
18,856,812
+547,962
29
$970M 0.41%
11,794,228
-734,109
30
$960M 0.41%
15,215,973
+4,364,946
31
$949M 0.4%
38,457,388
+247,948
32
$946M 0.4%
46,310,560
+5,894,380
33
$945M 0.4%
32,524,100
+281,221
34
$924M 0.39%
13,692,272
-133,377
35
$923M 0.39%
7,868,912
+1,395,526
36
$911M 0.39%
10,357,340
+2,424,752
37
$906M 0.39%
34,892,440
+5,673,792
38
$897M 0.38%
12,521,814
+239,604
39
$895M 0.38%
13,332,319
+2,038,562
40
$893M 0.38%
12,703,472
+3,699,834
41
$873M 0.37%
+13,708,581
42
$870M 0.37%
32,749,295
+434,843
43
$835M 0.36%
16,430,724
+3,539,928
44
$815M 0.35%
42,495,068
+5,571,069
45
$805M 0.34%
17,732,118
-7,668,454
46
$795M 0.34%
6,709,342
+832,434
47
$781M 0.33%
4,352,974
-608,192
48
$773M 0.33%
20,147,394
-24,686,555
49
$758M 0.32%
8,704,162
-290,947
50
$756M 0.32%
14,227,509
+313,516
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2
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