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
851
$40.6M 0.02%
1,375,102
+327,646
852
$40.5M 0.02%
595,747
+71,167
853
$40.5M 0.02%
1,476,020
+826,767
854
$40.3M 0.02%
4,893,198
+285,964
855
$40.3M 0.02%
795,180
-27,530
856
$40.3M 0.02%
670,157
+180,970
857
$40.3M 0.02%
2,596,295
+1,199,340
858
$40.2M 0.02%
509,945
+175,803
859
$40.2M 0.02%
770,742
+30,920
860
$40.2M 0.02%
1,497,608
+573,054
861
$40.2M 0.02%
378,333
+108,289
862
$40.1M 0.02%
1,258,083
-41,223
863
$40M 0.02%
724,036
+558,930
864
$40M 0.02%
663,286
-119,482
865
$40M 0.02%
561,755
+20,902
866
$39.7M 0.02%
837,200
+462,007
867
$39.7M 0.02%
3,525,243
+2,863,742
868
$39.6M 0.02%
460,434
+31,718
869
$39.6M 0.02%
1,865,258
-967,652
870
$39.5M 0.02%
4,592,840
-693,444
871
$39.5M 0.02%
683,126
+396,352
872
$39.4M 0.02%
625,345
+61,445
873
$39.4M 0.02%
339,688
+22,457
874
$39.3M 0.02%
808,026
+220,852
875
$39.3M 0.02%
3,249,015
+175,344
33 34
35
36 37