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
801
$44.2M 0.02%
3,127,463
+63,577
802
$44M 0.02%
3,937,050
+2,977,555
803
$44M 0.02%
8,471,475
+3,582,360
804
$44M 0.02%
457,872
+126,845
805
$43.9M 0.02%
1,324,930
-307,801
806
$43.8M 0.02%
345,799
-28,629
807
$43.6M 0.02%
585,845
+104,820
808
$43.6M 0.02%
440,748
+72,812
809
$43.5M 0.02%
1,238,578
+83,939
810
$43.4M 0.02%
396,281
+280,097
811
$43.2M 0.02%
613,905
+15,422
812
$43.2M 0.02%
2,336,500
+170,490
813
$43.2M 0.02%
2,778,897
+760,274
814
$43.1M 0.02%
3,067,900
+507,040
815
$43M 0.02%
610,965
+291,884
816
$42.9M 0.02%
963,626
-288,548
817
$42.9M 0.02%
619,637
+79,585
818
$42.9M 0.02%
1,823,798
+363,748
819
$42.9M 0.02%
1,392,517
-959,862
820
$42.9M 0.02%
933,792
+529,317
821
$42.7M 0.02%
1,405,428
+29,216
822
$42.6M 0.02%
2,329,865
-15,664
823
$42.6M 0.02%
845,839
+50,512
824
$42.6M 0.02%
1,220,243
+203,588
825
$42.5M 0.02%
772,090
+100,072
31 32
33
34 35