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
1626
$14.1M 0.01%
16,548
-8,648
1627
$14M 0.01%
1,949,915
+234,614
1628
$14M 0.01%
985,598
+237,620
1629
$14M 0.01%
156,399
+106,006
1630
$14M 0.01%
769,211
+13,274
1631
$13.9M 0.01%
238,416
-140,647
1632
$13.9M 0.01%
93,313
-93,978
1633
$13.9M 0.01%
159,447
+69,260
1634
$13.9M 0.01%
2,334,806
+1,323,168
1635
$13.9M 0.01%
+19,850
1636
$13.9M 0.01%
298,964
-12,836
1637
$13.9M 0.01%
600,152
-15,998
1638
$13.9M 0.01%
400,499
-20,626
1639
$13.9M 0.01%
782,872
+345,709
1640
$13.8M 0.01%
325,998
+69,622
1641
$13.8M 0.01%
108,213
-32,285
1642
$13.8M 0.01%
863,136
+375,399
1643
$13.8M 0.01%
361,095
+42,059
1644
$13.8M 0.01%
884,777
-12,515,978
1645
$13.8M 0.01%
227,512
+125,451
1646
$13.7M 0.01%
488,282
+25,848
1647
$13.7M 0.01%
465,651
+174,991
1648
$13.7M 0.01%
929,800
+629,208
1649
$13.7M 0.01%
293,785
+238,043
1650
$13.7M 0.01%
2,207,400
-713,668
64 65
66
67 68