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
1476
$17.2M 0.01%
985,301
+607,662
1477
$17.2M 0.01%
2,104,032
+344,217
1478
$17.2M 0.01%
287,650
-70,718
1479
$17.1M 0.01%
371,602
+19,387
1480
$17.1M 0.01%
1,362,156
-33,493
1481
$17M 0.01%
1,381,074
-541,451
1482
$17M 0.01%
928,692
+168,190
1483
$16.9M 0.01%
547,427
-13,848
1484
$16.9M 0.01%
326,032
+190,429
1485
$16.9M 0.01%
641,167
-209,517
1486
$16.8M 0.01%
664,341
+5,516
1487
$16.8M 0.01%
940,546
+828,833
1488
$16.8M 0.01%
683,184
+256,208
1489
$16.8M 0.01%
709,110
-269,647
1490
$16.8M 0.01%
698,218
+158,750
1491
$16.8M 0.01%
287,727
+109,121
1492
$16.8M 0.01%
246,351
+4,070
1493
$16.8M 0.01%
1,478,331
+215,009
1494
$16.8M 0.01%
256,360
+2,941
1495
$16.8M 0.01%
1,195,138
+33,132
1496
$16.7M 0.01%
294,466
-44,913
1497
$16.7M 0.01%
739,622
-73,474
1498
$16.7M 0.01%
587,866
-167,973
1499
$16.7M 0.01%
489,509
+36,584
1500
$16.7M 0.01%
626,416
-58,422