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
1451
$17.6M 0.01%
888,854
+33,297
1452
$17.6M 0.01%
211,075
+6,978
1453
$17.5M 0.01%
327,670
-96,764
1454
$17.5M 0.01%
180,078
-48,806
1455
$17.5M 0.01%
420,860
+282,246
1456
$17.5M 0.01%
248,856
+32,387
1457
$17.5M 0.01%
268,237
+112,670
1458
$17.5M 0.01%
562,636
-87,225
1459
$17.5M 0.01%
551,784
-262,490
1460
$17.4M 0.01%
401,996
+41,378
1461
$17.4M 0.01%
640,785
+316,749
1462
$17.4M 0.01%
489,637
-1,871
1463
$17.4M 0.01%
353,332
+47,913
1464
$17.4M 0.01%
755,440
-30,741
1465
$17.4M 0.01%
60,755
-8,924
1466
$17.4M 0.01%
1,340,395
-3,580
1467
$17.4M 0.01%
2,715,536
-27,536
1468
$17.4M 0.01%
341,354
+72,027
1469
$17.4M 0.01%
490,122
+63,893
1470
$17.3M 0.01%
518,117
+352,390
1471
$17.3M 0.01%
357,426
+256,285
1472
$17.3M 0.01%
966,992
+752,859
1473
$17.3M 0.01%
381,597
+18,022
1474
$17.3M 0.01%
1,153,173
+100,023
1475
$17.2M 0.01%
555,967
+386,139
57 58
59
60 61