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
751
$48.6M 0.02%
1,000,036
-15,824
752
$48.6M 0.02%
863,022
+46,732
753
$48.5M 0.02%
1,797,770
-95,706
754
$48.5M 0.02%
983,522
+478,435
755
$48.3M 0.02%
1,617,438
-109,880
756
$48.1M 0.02%
2,094,092
+491,628
757
$47.9M 0.02%
1,431,926
-820,322
758
$47.8M 0.02%
1,156,230
-80,293
759
$47.8M 0.02%
325,418
-143,031
760
$47.7M 0.02%
741,565
+550,847
761
$47.7M 0.02%
3,768,788
-74,407
762
$47.6M 0.02%
2,359,031
+381,950
763
$47.6M 0.02%
3,681,913
+891,547
764
$47.6M 0.02%
1,310,794
+161,830
765
$47.3M 0.02%
401,582
+12,885
766
$47.3M 0.02%
2,150,944
+149,196
767
$47.2M 0.02%
978,705
+528,266
768
$47.2M 0.02%
1,049,320
+430,480
769
$47.2M 0.02%
1,464,705
+27,348
770
$47.1M 0.02%
184,339
+5,646
771
$47.1M 0.02%
1,931,845
-396,257
772
$47M 0.02%
424,707
-16,206
773
$46.9M 0.02%
4,740,282
-462,240
774
$46.9M 0.02%
452,223
+140,808
775
$46.9M 0.02%
1,065,168
-4,482
29 30
31
32 33