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
1426
$18.1M 0.01%
2,441,559
-3,292,642
1427
$18.1M 0.01%
237,642
+69,629
1428
$18.1M 0.01%
2,531,938
+1,343,994
1429
$18.1M 0.01%
410,779
-53,355
1430
$18.1M 0.01%
410,734
+319,901
1431
$18M 0.01%
+526,261
1432
$17.9M 0.01%
622,887
+571,464
1433
$17.9M 0.01%
502,874
+220,735
1434
$17.9M 0.01%
647,415
-104,195
1435
$17.9M 0.01%
242,268
+86,565
1436
$17.9M 0.01%
185,924
+123,764
1437
$17.8M 0.01%
1,364,905
+803
1438
$17.8M 0.01%
593,068
+557,665
1439
$17.8M 0.01%
256,048
+180,899
1440
$17.8M 0.01%
354,524
-203,913
1441
$17.8M 0.01%
300,790
+156,065
1442
$17.8M 0.01%
411,328
+5,162
1443
$17.7M 0.01%
531,732
+83,247
1444
$17.7M 0.01%
429,583
+114,673
1445
$17.7M 0.01%
283,302
-172,073
1446
$17.7M 0.01%
926,948
+14,398
1447
$17.7M 0.01%
389,418
+14,316
1448
$17.7M 0.01%
261,838
-576,008
1449
$17.7M 0.01%
253,140
+22,553
1450
$17.6M 0.01%
524,048
+232,552
56 57
58
59 60