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
1251
$22.7M 0.01%
200,619
+19,434
1252
$22.6M 0.01%
733,340
-302,035
1253
$22.6M 0.01%
805,148
-111,142
1254
$22.6M 0.01%
206,958
+25,936
1255
$22.5M 0.01%
907,117
+129,777
1256
$22.5M 0.01%
1,353,626
+169,110
1257
$22.5M 0.01%
2,062,523
+643,090
1258
$22.5M 0.01%
2,159,544
+593,144
1259
$22.4M 0.01%
2,380,840
-164,935
1260
$22.3M 0.01%
1,263,525
+44,103
1261
$22.3M 0.01%
+884,188
1262
$22.3M 0.01%
418,008
+342,774
1263
$22.3M 0.01%
491,962
-12,038
1264
$22.2M 0.01%
160,239
+42,446
1265
$22.2M 0.01%
1,287,581
+6,844
1266
$22.2M 0.01%
2,454,064
-301,004
1267
$22.2M 0.01%
2,573,615
+487,555
1268
$22.1M 0.01%
210,502
+116,706
1269
$22M 0.01%
+1,223,301
1270
$22M 0.01%
850,928
-44,030
1271
$22M 0.01%
830,161
+667,841
1272
$22M 0.01%
631,385
-42,794
1273
$21.9M 0.01%
1,065,284
-1,854
1274
$21.9M 0.01%
666,179
+404,743
1275
$21.9M 0.01%
1,489,692
+1,212,837
49 50
51
52 53