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
1351
$19.7M 0.01%
184,819
+72,661
1352
$19.6M 0.01%
249,189
+151,651
1353
$19.6M 0.01%
403,973
+338,182
1354
$19.6M 0.01%
+610,231
1355
$19.6M 0.01%
572,714
-119,610
1356
$19.6M 0.01%
8,032,710
+59,615
1357
$19.6M 0.01%
490,741
-155,321
1358
$19.6M 0.01%
607,916
+175,628
1359
$19.5M 0.01%
1,098,519
-10,462,640
1360
$19.5M 0.01%
754,630
-304,784
1361
$19.5M 0.01%
1,606,160
+105,078
1362
$19.5M 0.01%
775,604
+315,278
1363
$19.4M 0.01%
367,109
-91,516
1364
$19.4M 0.01%
666,851
+378,905
1365
$19.4M 0.01%
510,535
+106,059
1366
$19.4M 0.01%
473,253
+2,087
1367
$19.4M 0.01%
223,982
-1,427
1368
$19.3M 0.01%
389,692
-38,465
1369
$19.3M 0.01%
746,054
+51,415
1370
$19.3M 0.01%
586,295
+291,487
1371
$19.3M 0.01%
562,517
+283,915
1372
$19.2M 0.01%
529,323
+59,793
1373
$19.2M 0.01%
1,004,084
-232,935
1374
$19.2M 0.01%
893,448
-179,213
1375
$19.2M 0.01%
588,961
+109,363
53 54
55
56 57