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
1376
$19.2M 0.01%
130,464
-7,563
1377
$19.2M 0.01%
321,233
-15,669
1378
$19.2M 0.01%
200,584
-51,440
1379
$19.2M 0.01%
1,310,856
-110,576
1380
$19.1M 0.01%
568,036
+132,337
1381
$19.1M 0.01%
186,667
+7,383
1382
$19.1M 0.01%
364,915
+70,429
1383
$19.1M 0.01%
299,711
+73,143
1384
$19M 0.01%
213,018
+158,895
1385
$19M 0.01%
3,569,018
+2,461,060
1386
$19M 0.01%
255,509
-133,621
1387
$19M 0.01%
2,246,212
+305,920
1388
$18.9M 0.01%
1,573,162
-87,955
1389
$18.9M 0.01%
360,264
+128,579
1390
$18.8M 0.01%
225,195
+12,763
1391
$18.8M 0.01%
634,352
+278,482
1392
$18.8M 0.01%
352,986
+204,804
1393
$18.7M 0.01%
1,033,618
+353,186
1394
$18.7M 0.01%
727,944
+5,822
1395
$18.7M 0.01%
534,895
+150,972
1396
$18.7M 0.01%
236,113
+97,489
1397
$18.7M 0.01%
1,778,755
+501,985
1398
$18.6M 0.01%
431,175
+419,588
1399
$18.6M 0.01%
1,988,318
+298,848
1400
$18.6M 0.01%
+421,504
54 55
56
57 58