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
1001
$32.1M 0.01%
743,466
+455,377
1002
$32.1M 0.01%
1,568,578
-954,944
1003
$32.1M 0.01%
342,065
+93,885
1004
$32M 0.01%
1,235,663
+96,490
1005
$32M 0.01%
678,091
+159,548
1006
$32M 0.01%
628,612
-180,822
1007
$32M 0.01%
514,696
+6,084
1008
$32M 0.01%
843,879
+26,874
1009
$32M 0.01%
672,399
+237,482
1010
$32M 0.01%
492,767
-417,894
1011
$32M 0.01%
1,290,067
+45,023
1012
$31.8M 0.01%
562,862
-368,591
1013
$31.7M 0.01%
1,383,303
+696,060
1014
$31.7M 0.01%
341,937
-506
1015
$31.7M 0.01%
820,944
-47,462
1016
$31.7M 0.01%
961,287
-41,001
1017
$31.7M 0.01%
26,296
+13,959
1018
$31.6M 0.01%
941,725
+226,293
1019
$31.6M 0.01%
523,659
-17,122
1020
$31.6M 0.01%
613,117
+262,861
1021
$31.5M 0.01%
534,245
+290,923
1022
$31.5M 0.01%
2,578,815
+570,158
1023
$31.4M 0.01%
1,608,035
+464,450
1024
$31.4M 0.01%
721,154
-2,769
1025
$31.3M 0.01%
6,217,173
+2,656,742
39 40
41
42 43