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
151
$379M 0.16%
2,042,858
+156,917
152
$375M 0.16%
4,784,900
+428,954
153
$371M 0.16%
4,085,408
-960,243
154
$370M 0.16%
4,079,230
-61,462
155
$369M 0.16%
11,138,970
+607,618
156
$369M 0.16%
5,251,793
+1,732,858
157
$365M 0.16%
5,460,181
+982,694
158
$362M 0.15%
3,023,998
-241,795
159
$358M 0.15%
5,467,032
+703,508
160
$355M 0.15%
20,383,995
-246,710
161
$354M 0.15%
9,245,865
+2,210,903
162
$354M 0.15%
9,367,509
-600,085
163
$351M 0.15%
4,667,846
-646,044
164
$351M 0.15%
4,590,436
+457,962
165
$349M 0.15%
3,640,643
+1,264,746
166
$348M 0.15%
9,263,092
+2,750,364
167
$346M 0.15%
4,351,529
-135,847
168
$330M 0.14%
4,638,279
+439,521
169
$328M 0.14%
4,091,423
-379,286
170
$326M 0.14%
4,487,024
+61,533
171
$325M 0.14%
3,237,835
+111,296
172
$324M 0.14%
3,233,278
+341,666
173
$323M 0.14%
4,047,089
+799,100
174
$320M 0.14%
1,902,113
+1,551,351
175
$317M 0.13%
4,794,670
+1,858,528
5 6
7
8 9