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
1051
$30.3M 0.01%
404,133
+174,444
1052
$30.3M 0.01%
1,455,218
-91,242
1053
$30.2M 0.01%
1,151,660
+23,677
1054
$30.2M 0.01%
426,889
-225,525
1055
$30M 0.01%
905,454
+336,386
1056
$30M 0.01%
543,701
-53,940
1057
$29.9M 0.01%
593,310
+224,709
1058
$29.8M 0.01%
645,473
-39,015
1059
$29.7M 0.01%
+655,216
1060
$29.6M 0.01%
905,198
+41,264
1061
$29.6M 0.01%
565,790
-30,086
1062
$29.6M 0.01%
683,453
+9,662
1063
$29.6M 0.01%
976,669
+332,031
1064
$29.4M 0.01%
638,362
-99,354
1065
$29.4M 0.01%
1,414,898
-196,920
1066
$29.2M 0.01%
979,350
+157,032
1067
$29.2M 0.01%
240,151
-153,987
1068
$29.2M 0.01%
3,027,967
-978,921
1069
$29.1M 0.01%
1,270,571
+126,450
1070
$29M 0.01%
587,621
+53,403
1071
$28.9M 0.01%
443,811
+120,361
1072
$28.9M 0.01%
765,169
+34,086
1073
$28.9M 0.01%
854,950
+115,983
1074
$28.8M 0.01%
263,141
+47,063
1075
$28.8M 0.01%
684,350
-950,741
41 42
43
44 45