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
1576
$15M 0.01%
388,787
+95,448
1577
$15M 0.01%
315,673
-19,781
1578
$15M 0.01%
184,066
-31,992
1579
$15M 0.01%
1,663,512
-321,819
1580
$15M 0.01%
442,378
+180,093
1581
$15M 0.01%
1,367,640
-784,200
1582
$15M 0.01%
128,591
+29,655
1583
$14.9M 0.01%
551,646
+154,931
1584
$14.9M 0.01%
200,730
+76,596
1585
$14.9M 0.01%
428,518
+22,294
1586
$14.9M 0.01%
271,954
+263,059
1587
$14.9M 0.01%
1,601,692
+81,318
1588
$14.9M 0.01%
333,779
+7,064
1589
$14.8M 0.01%
1,073,557
+480,646
1590
$14.8M 0.01%
331,900
+45,458
1591
$14.8M 0.01%
297,534
+197,608
1592
$14.7M 0.01%
283,798
+132,474
1593
$14.7M 0.01%
610,185
+377,157
1594
$14.6M 0.01%
246,144
+5,439
1595
$14.6M 0.01%
14,250
+2,198
1596
$14.6M 0.01%
400,400
+11,936
1597
$14.5M 0.01%
1,220,435
-66,392
1598
$14.5M 0.01%
278,990
-375,513
1599
$14.5M 0.01%
385,229
+15,457
1600
$14.5M 0.01%
539,924
+519,397
62 63
64
65 66