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
1076
$28.8M 0.01%
1,159,667
-257
1077
$28.8M 0.01%
4,821,817
+1,912,904
1078
$28.7M 0.01%
915,632
-29,205
1079
$28.7M 0.01%
988,157
-721,363
1080
$28.7M 0.01%
761,184
-150,104
1081
$28.6M 0.01%
414,463
+182,019
1082
$28.6M 0.01%
568,001
+40,058
1083
$28.5M 0.01%
269,768
+36,562
1084
$28.5M 0.01%
730,298
-252,424
1085
$28.5M 0.01%
1,459,353
-118,569
1086
$28.5M 0.01%
627,788
+336,905
1087
$28.5M 0.01%
2,532,198
+1,223,973
1088
$28.4M 0.01%
927,342
+202,878
1089
$28.4M 0.01%
1,520,430
-22,405
1090
$28.3M 0.01%
1,925,014
+586,279
1091
$28.2M 0.01%
4,812,752
+205,902
1092
$28.2M 0.01%
1,598,855
+44,460
1093
$28.2M 0.01%
628,575
+5,699
1094
$28.1M 0.01%
1,160,487
-200,191
1095
$28.1M 0.01%
95,891
-49,659
1096
$28M 0.01%
726,849
+333,205
1097
$28M 0.01%
1,710,863
+199,691
1098
$28M 0.01%
1,037,698
+663,558
1099
$28M 0.01%
1,666,046
+339,364
1100
$27.9M 0.01%
3,754,640
-4,890,422
42 43
44
45 46