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
101
$501M 0.21%
12,731,888
-2,054,502
102
$498M 0.21%
21,553,026
+5,449,532
103
$493M 0.21%
6,011,536
-367,956
104
$490M 0.21%
12,323,369
-1,660,776
105
$490M 0.21%
5,828,968
+35,070
106
$477M 0.2%
11,904,743
-2,523,834
107
$475M 0.2%
9,861,426
+1,918,176
108
$475M 0.2%
3,154,360
+55,826
109
$473M 0.2%
9,894,098
-38,912
110
$470M 0.2%
7,211,192
+327,081
111
$466M 0.2%
17,427,350
+1,013,265
112
$463M 0.2%
3,912,175
+150,363
113
$462M 0.2%
5,195,693
-116,474
114
$461M 0.2%
6,442,455
-410,834
115
$459M 0.2%
8,706,342
+1,161,612
116
$457M 0.19%
17,433,954
+2,168,934
117
$455M 0.19%
7,140,999
+3,510,494
118
$455M 0.19%
4,890,586
+365,628
119
$450M 0.19%
3,837,491
+2,009,517
120
$446M 0.19%
5,944,260
+1,145,920
121
$439M 0.19%
4,730,841
-54,450
122
$438M 0.19%
11,584,561
-770,931
123
$437M 0.19%
3,723,429
+41,214
124
$436M 0.19%
7,993,012
-1,155,024
125
$436M 0.19%
6,073,887
-169,495
3 4
5
6 7