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
1651
$13.7M 0.01%
834,293
-39,339
1652
$13.7M 0.01%
181,871
+68,069
1653
$13.7M 0.01%
649,362
+44,460
1654
$13.6M 0.01%
262,979
-5,876
1655
$13.6M 0.01%
732,652
-139,417
1656
$13.6M 0.01%
719,962
+108,748
1657
$13.6M 0.01%
466,000
1658
$13.6M 0.01%
787,164
+87,749
1659
$13.5M 0.01%
269,224
-212,298
1660
$13.5M 0.01%
789,083
+579,285
1661
$13.5M 0.01%
1,825,755
+1,067,890
1662
$13.5M 0.01%
2,218,705
+569,442
1663
$13.5M 0.01%
444,986
+25,865
1664
$13.4M 0.01%
984,345
-144,864
1665
$13.4M 0.01%
188,918
+1,122
1666
$13.3M 0.01%
701,869
+29,788
1667
$13.3M 0.01%
104,768
+2,441
1668
$13.3M 0.01%
1,116,818
-554,573
1669
$13.3M 0.01%
487,499
+220,549
1670
$13.3M 0.01%
1,002,942
-115,881
1671
$13.3M 0.01%
158,216
-72,717
1672
$13.3M 0.01%
1,180,515
+445
1673
$13.3M 0.01%
595,728
-181,265
1674
$13.3M 0.01%
765,120
+567,241
1675
$13.3M 0.01%
746,356
+85,959
65 66
67
68 69