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
876
$39.3M 0.02%
1,024,493
-161,463
877
$39.1M 0.02%
2,308,300
+39,666
878
$39M 0.02%
1,647,308
-1,203,312
879
$38.9M 0.02%
571,327
+162,469
880
$38.9M 0.02%
1,132,280
+234,940
881
$38.8M 0.02%
3,643,200
-289,800
882
$38.7M 0.02%
780,159
+455,196
883
$38.7M 0.02%
665,254
+20,463
884
$38.6M 0.02%
875,846
+122,681
885
$38.6M 0.02%
529,434
-8,254
886
$38.4M 0.02%
1,128,440
-263,959
887
$38.3M 0.02%
4,727,226
+2,306,671
888
$38.3M 0.02%
3,433,144
-210,424
889
$38.2M 0.02%
467,280
+162,211
890
$38.2M 0.02%
537,790
-388,011
891
$38.2M 0.02%
1,636,759
+969,532
892
$38.1M 0.02%
1,307,911
+172,504
893
$38.1M 0.02%
1,191,722
-25,387
894
$38M 0.02%
402,091
-42,525
895
$38M 0.02%
710,252
+59,273
896
$37.9M 0.02%
549,933
-34,814
897
$37.9M 0.02%
705,740
+40,364
898
$37.8M 0.02%
1,220,316
+843,416
899
$37.6M 0.02%
3,729,869
-246,269
900
$37.6M 0.02%
1,242,680
+163,669
34 35
36
37 38