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
1601
$14.5M 0.01%
466,598
+256,613
1602
$14.5M 0.01%
814,487
-57,842
1603
$14.5M 0.01%
882,154
+411,810
1604
$14.4M 0.01%
185,199
+67,023
1605
$14.4M 0.01%
659,604
+171,329
1606
$14.4M 0.01%
179,605
-352,126
1607
$14.4M 0.01%
210,804
-51,837
1608
$14.4M 0.01%
1,091,911
-395,769
1609
$14.4M 0.01%
264,713
+132,620
1610
$14.3M 0.01%
577,838
+395,925
1611
$14.3M 0.01%
1,698,232
+576,803
1612
$14.3M 0.01%
1,565,674
-2,080,762
1613
$14.3M 0.01%
348,156
+543
1614
$14.3M 0.01%
946,189
-349,247
1615
$14.3M 0.01%
813,065
-107,258
1616
$14.2M 0.01%
1,151,211
-314,483
1617
$14.2M 0.01%
2,609,970
+314,840
1618
$14.2M 0.01%
2,215,624
-2,519
1619
$14.2M 0.01%
1,231,112
+569,165
1620
$14.2M 0.01%
1,194,207
+96,537
1621
$14.1M 0.01%
228,064
-173,379
1622
$14.1M 0.01%
347,251
-209,944
1623
$14.1M 0.01%
1,099,378
+892,902
1624
$14.1M 0.01%
384,811
+266,436
1625
$14.1M 0.01%
+530,277
63 64
65
66 67