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
476
$94.5M 0.04%
1,634,722
+170,547
477
$94.2M 0.04%
1,005,262
-55,074
478
$94.2M 0.04%
1,484,743
-119,899
479
$94M 0.04%
665,577
+225,288
480
$93.8M 0.04%
2,674,915
+259,775
481
$93.5M 0.04%
2,153,867
+307,581
482
$93.5M 0.04%
6,128,368
-3,681,234
483
$92.9M 0.04%
1,436,358
+118,387
484
$92.6M 0.04%
871,038
+201,306
485
$92.4M 0.04%
4,393,380
+683,827
486
$92.2M 0.04%
1,983,517
-568,616
487
$91.9M 0.04%
1,726,919
+439,778
488
$91.5M 0.04%
7,784,870
+1,202,678
489
$91.3M 0.04%
331,573
+141,159
490
$91M 0.04%
2,603,388
-378,345
491
$90.9M 0.04%
984,212
+41,079
492
$90.9M 0.04%
1,694,876
-227,881
493
$90.5M 0.04%
3,152,764
+393,128
494
$90.4M 0.04%
1,783,442
+132,336
495
$89.7M 0.04%
18,266,237
-4,694,375
496
$89.6M 0.04%
997,050
+128,819
497
$89.4M 0.04%
1,593,455
-4,255,712
498
$89.4M 0.04%
+2,156,977
499
$89M 0.04%
4,872,498
+8,859
500
$88.9M 0.04%
1,018,146
+443,569
18 19
20
21 22