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
776
$46.8M 0.02%
2,023,801
+1,175,588
777
$46.8M 0.02%
1,244,580
-128,046
778
$46.7M 0.02%
2,919,116
+338,337
779
$46.7M 0.02%
2,571,534
-263,107
780
$46.5M 0.02%
1,702,357
-113,039
781
$46.4M 0.02%
419,292
+64,088
782
$46.3M 0.02%
56,230
+15,468
783
$46.2M 0.02%
202,135
+8,521
784
$46.2M 0.02%
334,283
+70,233
785
$46.1M 0.02%
2,643,172
-3,223,254
786
$46M 0.02%
3,495,945
+511,776
787
$45.8M 0.02%
3,274,122
+789,099
788
$45.7M 0.02%
3,519,220
-657,830
789
$45.6M 0.02%
780,583
-676,232
790
$45.4M 0.02%
2,380,290
+672,607
791
$45M 0.02%
2,012,372
+25,630
792
$44.9M 0.02%
1,045,203
-569,417
793
$44.8M 0.02%
3,746,147
+910,392
794
$44.7M 0.02%
2,474,486
+1,907,922
795
$44.7M 0.02%
2,087,889
-64,457
796
$44.6M 0.02%
5,775
-5,948
797
$44.6M 0.02%
890,272
+45,056
798
$44.5M 0.02%
2,054,863
-3,368,851
799
$44.2M 0.02%
3,295,749
-793,572
800
$44.2M 0.02%
578,000
+15,787
30 31
32
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