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
1751
$12.4M 0.01%
918,671
-21,245
1752
$12.4M 0.01%
415,731
-61,810
1753
$12.4M 0.01%
334,437
+172,063
1754
$12.3M 0.01%
201,528
+126,935
1755
$12.3M 0.01%
595,585
-236,105
1756
$12.3M 0.01%
277,390
+32,012
1757
$12.3M 0.01%
536,766
-239,859
1758
$12.3M 0.01%
206,161
+30,840
1759
$12.3M 0.01%
152,335
+72,230
1760
$12.3M 0.01%
111,906
-41,217
1761
$12.3M 0.01%
318,326
+163,306
1762
$12.2M 0.01%
550,962
+384,709
1763
$12.2M 0.01%
1,249,939
+918,554
1764
$12.2M 0.01%
709,061
+364,243
1765
$12.2M 0.01%
273,819
+68,912
1766
$12.2M 0.01%
294,276
+189,687
1767
$12.2M 0.01%
345,704
+57,332
1768
$12.2M 0.01%
551,464
+58,232
1769
$12.1M 0.01%
691,758
+170,928
1770
$12.1M 0.01%
874,944
-226,818
1771
$12.1M 0.01%
182,994
-106,715
1772
$12.1M 0.01%
230,750
-387,192
1773
$12.1M 0.01%
680,300
-1,558,974
1774
$12.1M 0.01%
672,793
+436,944
1775
$12.1M 0.01%
476,969
+303,820
69 70
71
72 73