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
1151
$25.6M 0.01%
222,328
-8,148
1152
$25.6M 0.01%
492,162
+22,131
1153
$25.5M 0.01%
330,986
-513,876
1154
$25.5M 0.01%
887,244
-112,031
1155
$25.4M 0.01%
996,691
+231,391
1156
$25.4M 0.01%
296,041
+10,110
1157
$25.4M 0.01%
2,178,429
-924,038
1158
$25.4M 0.01%
734,073
+4,539
1159
$25.3M 0.01%
485,794
+74,528
1160
$25.3M 0.01%
1,494,789
-348,692
1161
$25.3M 0.01%
2,350,287
+1,181,302
1162
$25.3M 0.01%
268,800
-37,893
1163
$25.2M 0.01%
2,991,484
+654,488
1164
$25.2M 0.01%
484,316
+174,038
1165
$25.2M 0.01%
885,865
-834
1166
$25.2M 0.01%
360,740
-143,274
1167
$25.2M 0.01%
425,164
+134,588
1168
$25.1M 0.01%
2,882,347
+482,177
1169
$25.1M 0.01%
1,418,252
+91,426
1170
$25.1M 0.01%
352,108
+170,638
1171
$25.1M 0.01%
792,514
+295,535
1172
$25.1M 0.01%
1,236,483
+51,504
1173
$25.1M 0.01%
62,599,200
+2,951,120
1174
$25.1M 0.01%
2,157,297
+642,323
1175
$25.1M 0.01%
1,015,832
+231,055
45 46
47
48 49