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
1801
$11.7M 0.01%
233,630
-23,307
1802
$11.7M 0.01%
819,410
+172,113
1803
$11.7M 0.01%
233,718
+15,895
1804
$11.7M 0.01%
758,404
+222,939
1805
$11.7M 0.01%
302,351
+159,478
1806
$11.7M 0.01%
243,882
-52,170
1807
$11.7M 0.01%
420,476
-101,700
1808
$11.7M 0.01%
312,398
+11,815
1809
$11.7M 0.01%
283,022
+87,885
1810
$11.7M 0.01%
191,501
-8,591
1811
$11.6M 0.01%
607,581
-62,323
1812
$11.6M ﹤0.01%
420,360
+82,648
1813
$11.6M ﹤0.01%
9,151
+5,007
1814
$11.6M ﹤0.01%
1,138,318
+460,645
1815
$11.6M ﹤0.01%
228,891
-22,173
1816
$11.6M ﹤0.01%
402,075
+122,988
1817
$11.6M ﹤0.01%
186,261
+119,588
1818
$11.6M ﹤0.01%
230,762
+53,658
1819
$11.5M ﹤0.01%
612,087
+49,608
1820
$11.5M ﹤0.01%
426,836
+45,649
1821
$11.5M ﹤0.01%
245,276
+34,792
1822
$11.5M ﹤0.01%
653,395
-543,173
1823
$11.5M ﹤0.01%
1,734,305
-16,904
1824
$11.4M ﹤0.01%
454,139
+48,660
1825
$11.4M ﹤0.01%
31,253
-17,301
71 72
73
74 75