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
1176
$25M 0.01%
1,917,047
-1,091,130
1177
$25M 0.01%
2,107,300
+184,668
1178
$25M 0.01%
3,150,147
-603,348
1179
$25M 0.01%
1,416,705
+1,081,425
1180
$24.8M 0.01%
3,676,470
-6,880,362
1181
$24.8M 0.01%
588,197
+478,363
1182
$24.8M 0.01%
2,027,013
+679,286
1183
$24.8M 0.01%
1,455,056
-11,238
1184
$24.7M 0.01%
535,425
+180,277
1185
$24.7M 0.01%
1,073,602
-92,546
1186
$24.6M 0.01%
845,127
+106,685
1187
$24.6M 0.01%
844,726
-20,488
1188
$24.6M 0.01%
919,193
-275,079
1189
$24.6M 0.01%
2,931,464
+891,459
1190
$24.5M 0.01%
986,241
-18,390
1191
$24.4M 0.01%
2,176,716
-97,480
1192
$24.4M 0.01%
816,168
+394,736
1193
$24.4M 0.01%
1,067,669
+478,624
1194
$24.3M 0.01%
568,780
-77,378
1195
$24.3M 0.01%
421,638
+257,312
1196
$24.3M 0.01%
3,396,716
+295,959
1197
$24.2M 0.01%
1,694,636
-80,870
1198
$24.2M 0.01%
1,230,836
+768,548
1199
$24.2M 0.01%
753,500
-32,189
1200
$24.1M 0.01%
368,596
+76,637
46 47
48
49 50