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
1026
$31.3M 0.01%
693,005
+99,732
1027
$31.3M 0.01%
437,790
-16,476
1028
$31.3M 0.01%
312,771
+229,447
1029
$31.2M 0.01%
541,759
-185,038
1030
$31.2M 0.01%
205,965
-4,498
1031
$31.2M 0.01%
750,689
+69,504
1032
$31.1M 0.01%
9,025,401
+7,032,532
1033
$31.1M 0.01%
1,070,620
+184,447
1034
$31.1M 0.01%
310,412
+35,037
1035
$31M 0.01%
1,332,610
-244,665
1036
$31M 0.01%
721,007
+196,639
1037
$31M 0.01%
281,072
+28,513
1038
$30.8M 0.01%
406,357
-105,572
1039
$30.8M 0.01%
1,708,941
-907,101
1040
$30.8M 0.01%
1,658
+1,052
1041
$30.8M 0.01%
615,098
+153,756
1042
$30.8M 0.01%
287,872
+45,720
1043
$30.7M 0.01%
931,349
-3,157
1044
$30.7M 0.01%
906,481
+418,262
1045
$30.7M 0.01%
2,056,998
+23,982
1046
$30.7M 0.01%
+891,273
1047
$30.6M 0.01%
196,156
+65,450
1048
$30.5M 0.01%
1,074,467
+483,162
1049
$30.4M 0.01%
3,841,668
-412,676
1050
$30.4M 0.01%
1,484,336
+353,952
40 41
42
43 44