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
1326
$20.8M 0.01%
668,689
+3,841
1327
$20.7M 0.01%
655,030
-41,964
1328
$20.7M 0.01%
853,647
+583,974
1329
$20.6M 0.01%
605,258
-59,715
1330
$20.6M 0.01%
296,509
-66,782
1331
$20.5M 0.01%
807,351
-95,076
1332
$20.5M 0.01%
317,362
+52,004
1333
$20.4M 0.01%
1,572,673
-83,830
1334
$20.4M 0.01%
152,138
+87,613
1335
$20.3M 0.01%
477,088
+3,661
1336
$20.1M 0.01%
602,139
-1,189,257
1337
$20.1M 0.01%
696,451
+170,943
1338
$20M 0.01%
1,260,168
-172,212
1339
$20M 0.01%
460,521
-205,387
1340
$20M 0.01%
2,229,042
-255,782
1341
$19.9M 0.01%
576,182
+196,941
1342
$19.9M 0.01%
1,156,032
+62,863
1343
$19.9M 0.01%
851,530
+70,080
1344
$19.9M 0.01%
815,637
+165,282
1345
$19.8M 0.01%
183,220
+24,943
1346
$19.8M 0.01%
805,937
+634,131
1347
$19.8M 0.01%
1,690,232
-665,110
1348
$19.7M 0.01%
615,315
-324,567
1349
$19.7M 0.01%
476,619
+269,178
1350
$19.7M 0.01%
488,491
+132,022
52 53
54
55 56