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
1501
$16.7M 0.01%
982,534
+213,697
1502
$16.7M 0.01%
149,213
-55,264
1503
$16.6M 0.01%
965,591
-185,551
1504
$16.6M 0.01%
510,289
+224,985
1505
$16.6M 0.01%
304,760
+5,324
1506
$16.6M 0.01%
622,807
+13,738
1507
$16.6M 0.01%
356,407
-503,983
1508
$16.6M 0.01%
816,738
-879,998
1509
$16.5M 0.01%
359,083
+128,055
1510
$16.5M 0.01%
364,000
+18,492
1511
$16.4M 0.01%
456,410
+194,923
1512
$16.4M 0.01%
2,290,374
+814,408
1513
$16.4M 0.01%
243,675
+8,539
1514
$16.4M 0.01%
309,660
-17,673
1515
$16.3M 0.01%
1,096,309
-37,172
1516
$16.3M 0.01%
1,988,520
-388,380
1517
$16.3M 0.01%
517,054
+52,034
1518
$16.3M 0.01%
271,421
+24,688
1519
$16.3M 0.01%
644,723
+59,819
1520
$16.3M 0.01%
283,162
+178,868
1521
$16.2M 0.01%
368,263
+233,289
1522
$16.2M 0.01%
+694,620
1523
$16.2M 0.01%
308,072
-80,870
1524
$16.2M 0.01%
356,572
-446,677
1525
$16.2M 0.01%
502,386
+47,242