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
1226
$23.2M 0.01%
1,980,739
+766,999
1227
$23.1M 0.01%
130,189
-12,163
1228
$23.1M 0.01%
785,762
+352,233
1229
$23.1M 0.01%
448,433
+47,078
1230
$23.1M 0.01%
1,894,678
+1,158,404
1231
$23M 0.01%
220,346
-25,973
1232
$23M 0.01%
6,011,125
+216,585
1233
$23M 0.01%
1,449,282
+444,865
1234
$23M 0.01%
354,462
-34,587
1235
$23M 0.01%
1,170,699
+160,186
1236
$23M 0.01%
846,979
-369,027
1237
$23M 0.01%
578,228
+435,414
1238
$22.9M 0.01%
551,468
-32,294
1239
$22.9M 0.01%
853,895
-272,125
1240
$22.9M 0.01%
1,158,320
-70,394
1241
$22.8M 0.01%
1,811,516
+257,519
1242
$22.8M 0.01%
1,010,872
+618,528
1243
$22.8M 0.01%
319,500
+78,784
1244
$22.8M 0.01%
711,973
+135,383
1245
$22.8M 0.01%
538,922
+49,344
1246
$22.8M 0.01%
1,009,175
+196,476
1247
$22.8M 0.01%
279,541
-60,389
1248
$22.7M 0.01%
729,047
+138,149
1249
$22.7M 0.01%
1,114,658
+317,425
1250
$22.7M 0.01%
1,034,239
+731,819
48 49
50
51 52