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
576
$70.8M 0.03%
656,990
+17,733
577
$70.8M 0.03%
1,718,485
+70,217
578
$70.5M 0.03%
147,425
+26,996
579
$70.4M 0.03%
847,010
+82,967
580
$70.4M 0.03%
1,293,141
+345,056
581
$70.4M 0.03%
+1,172,775
582
$70.3M 0.03%
936,172
-110,114
583
$70.2M 0.03%
+2,892,137
584
$70.2M 0.03%
1,384,458
-18,797
585
$70M 0.03%
1,278,521
+74,540
586
$69.8M 0.03%
3,628,069
+30,475
587
$69.8M 0.03%
2,087,051
+1,291,966
588
$69.7M 0.03%
1,402,349
-292,352
589
$69.5M 0.03%
1,199,384
-33,513
590
$69.4M 0.03%
1,662,833
+154,323
591
$69.4M 0.03%
3,191,938
+580,060
592
$69.2M 0.03%
2,078,688
-1,028,149
593
$69.1M 0.03%
1,455,483
+11,214
594
$68.9M 0.03%
1,117,063
+285,019
595
$68.9M 0.03%
850,996
+164,791
596
$68.9M 0.03%
2,955,430
+2,165,797
597
$68.8M 0.03%
1,032,682
+249,179
598
$68.8M 0.03%
914,508
+40,985
599
$68.6M 0.03%
2,061,258
+162,538
600
$68.3M 0.03%
1,175,267
-62,990
22 23
24
25 26