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
826
$42.5M 0.02%
507,100
-210,367
827
$42.4M 0.02%
1,072,930
-248,647
828
$42.4M 0.02%
2,357,910
+32,139
829
$42.3M 0.02%
809,019
+477,815
830
$42.3M 0.02%
889,570
-381,197
831
$42.3M 0.02%
434,778
+197,709
832
$42.1M 0.02%
915,564
-564,534
833
$42.1M 0.02%
2,651,430
+175,320
834
$42M 0.02%
2,174,679
-56,962
835
$41.9M 0.02%
662,343
+152,326
836
$41.8M 0.02%
735,134
+93,781
837
$41.8M 0.02%
922,575
+136,893
838
$41.7M 0.02%
461,985
-64,103
839
$41.5M 0.02%
1,300,290
+173,304
840
$41.5M 0.02%
1,685,330
+74,555
841
$41.3M 0.02%
1,026,619
-50,896
842
$41.2M 0.02%
826,763
+2,480
843
$41.2M 0.02%
1,881,427
-34,213
844
$41.1M 0.02%
1,557,067
+932,393
845
$41M 0.02%
1,444,376
+568,118
846
$40.9M 0.02%
996,698
+283,176
847
$40.9M 0.02%
509,183
+170,126
848
$40.8M 0.02%
2,038,754
+633,331
849
$40.8M 0.02%
587,021
+34,398
850
$40.6M 0.02%
293,918
+48,956
32 33
34
35 36