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
1101
$27.9M 0.01%
29,009
-38,053
1102
$27.9M 0.01%
672,662
-245,187
1103
$27.8M 0.01%
33,482
-2,797
1104
$27.7M 0.01%
813,358
+48,745
1105
$27.7M 0.01%
663,875
+247,554
1106
$27.7M 0.01%
652,241
+470,421
1107
$27.6M 0.01%
1,904,185
+1,358,445
1108
$27.6M 0.01%
1,961,526
-6,674,244
1109
$27.6M 0.01%
282,678
+18,497
1110
$27.6M 0.01%
3,389,586
+317,110
1111
$27.5M 0.01%
545,072
+18,709
1112
$27.5M 0.01%
353,123
+44,712
1113
$27.5M 0.01%
267,224
+10,368
1114
$27.5M 0.01%
632,514
+37,179
1115
$27.5M 0.01%
480,415
+72,250
1116
$27.5M 0.01%
620,579
-201,550
1117
$27.4M 0.01%
330,102
+71,597
1118
$27.4M 0.01%
694,862
-639,886
1119
$27.4M 0.01%
1,162,303
-1,025,572
1120
$27.3M 0.01%
543,702
-26,840
1121
$27.3M 0.01%
652,171
-166,554
1122
$27.3M 0.01%
1,502,433
+461,804
1123
$27.2M 0.01%
1,607,639
+1,074,119
1124
$27.2M 0.01%
1,153,038
+484,379
1125
$27.1M 0.01%
334,101
+195,817
43 44
45
46 47