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
1401
$18.6M 0.01%
1,087,448
+356,099
1402
$18.6M 0.01%
707,345
+39,020
1403
$18.6M 0.01%
665,298
+4,548
1404
$18.5M 0.01%
617,466
+23,634
1405
$18.5M 0.01%
1,036,868
+184,854
1406
$18.4M 0.01%
846,100
1407
$18.4M 0.01%
357,179
+122,959
1408
$18.4M 0.01%
323,252
-16,826
1409
$18.4M 0.01%
601,156
-108,086
1410
$18.3M 0.01%
169,835
+143,813
1411
$18.3M 0.01%
1,533,074
+591,228
1412
$18.3M 0.01%
781,371
+366,819
1413
$18.3M 0.01%
732,834
+23,513
1414
$18.3M 0.01%
433,643
+181,836
1415
$18.2M 0.01%
321,403
-25,387
1416
$18.2M 0.01%
410,630
+7,442
1417
$18.2M 0.01%
866,030
+398,338
1418
$18.2M 0.01%
144,180
+4,074
1419
$18.2M 0.01%
1,048,525
+631,700
1420
$18.2M 0.01%
771,813
+9,271
1421
$18.2M 0.01%
421,946
-46,316
1422
$18.1M 0.01%
1,155,564
+426,502
1423
$18.1M 0.01%
376,467
+368,305
1424
$18.1M 0.01%
1,004,959
+937,754
1425
$18.1M 0.01%
975,243
-9,752
55 56
57
58 59