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
1676
$13.3M 0.01%
1,587,720
+490,510
1677
$13.3M 0.01%
116,743
+4,176
1678
$13.3M 0.01%
464,675
+48,343
1679
$13.3M 0.01%
2,237,515
+203,792
1680
$13.3M 0.01%
161,107
-176,181
1681
$13.3M 0.01%
140,554
+1,229
1682
$13.2M 0.01%
99,883
+79,209
1683
$13.2M 0.01%
251,739
+95,655
1684
$13.2M 0.01%
499,096
+463,967
1685
$13.2M 0.01%
282,651
+195,241
1686
$13.2M 0.01%
202,039
+189,301
1687
$13.2M 0.01%
3,180,430
-332,187
1688
$13.2M 0.01%
241,597
-154,249
1689
$13.1M 0.01%
278,306
+10,504
1690
$13.1M 0.01%
959,067
+71,546
1691
$13.1M 0.01%
454,707
+154,392
1692
$13.1M 0.01%
929,620
+308,164
1693
$13.1M 0.01%
148,157
+51,259
1694
$13.1M 0.01%
139,754
+5,522
1695
$13.1M 0.01%
779,216
+510,250
1696
$13M 0.01%
407,529
+212,527
1697
$13M 0.01%
1,125,546
+281,273
1698
$13M 0.01%
29,830
+1,587
1699
$13M 0.01%
703,720
-1,027,072
1700
$13M 0.01%
216,617
+17,102
66 67
68
69 70