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
1726
$12.7M 0.01%
307,253
-176,103
1727
$12.7M 0.01%
783,631
+143,390
1728
$12.7M 0.01%
831,324
-11,901
1729
$12.7M 0.01%
980,506
-29,111
1730
$12.7M 0.01%
779,269
-117,326
1731
$12.7M 0.01%
103,080
+6,285
1732
$12.7M 0.01%
271,059
-98,571
1733
$12.6M 0.01%
1,139,929
+104,974
1734
$12.6M 0.01%
557,753
+101,356
1735
$12.6M 0.01%
687,819
+573,015
1736
$12.6M 0.01%
348,218
+64,846
1737
$12.6M 0.01%
705,243
+417,014
1738
$12.6M 0.01%
399,491
-243,219
1739
$12.6M 0.01%
237,018
+81,891
1740
$12.6M 0.01%
643,594
+240,026
1741
$12.5M 0.01%
211,861
-88,198
1742
$12.5M 0.01%
253,116
+1,598
1743
$12.5M 0.01%
255,012
+150,142
1744
$12.5M 0.01%
320,160
+146,954
1745
$12.5M 0.01%
268,195
+195,534
1746
$12.5M 0.01%
257,723
+23,668
1747
$12.5M 0.01%
226,501
-6,105
1748
$12.4M 0.01%
368,858
+167,343
1749
$12.4M 0.01%
533,629
+487,684
1750
$12.4M 0.01%
307,981
+117,828
68 69
70
71 72