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
1826
$11.4M ﹤0.01%
31,253
-17,301
1827
$11.4M ﹤0.01%
206,668
+40,737
1828
$11.4M ﹤0.01%
110,172
+11,286
1829
$11.3M ﹤0.01%
452,294
+2,965
1830
$11.3M ﹤0.01%
318,810
-626,149
1831
$11.3M ﹤0.01%
84,413
-18,524
1832
$11.3M ﹤0.01%
2,155,317
-528,940
1833
$11.3M ﹤0.01%
256,424
+47,002
1834
$11.3M ﹤0.01%
227,956
+87,990
1835
$11.3M ﹤0.01%
160,463
+13,157
1836
$11.3M ﹤0.01%
225,831
-191,749
1837
$11.2M ﹤0.01%
153,574
-4,814
1838
$11.2M ﹤0.01%
2,156,990
+381,660
1839
$11.2M ﹤0.01%
1,107,122
-262,321
1840
$11.2M ﹤0.01%
352,019
-173,721
1841
$11.1M ﹤0.01%
+588,347
1842
$11.1M ﹤0.01%
1,331,812
+5,193
1843
$11.1M ﹤0.01%
986,562
-90,840
1844
$11.1M ﹤0.01%
314,159
+104,344
1845
$11.1M ﹤0.01%
306,770
+99,891
1846
$11.1M ﹤0.01%
337,185
+212,255
1847
$11.1M ﹤0.01%
+11,560,440
1848
$11.1M ﹤0.01%
313,924
+4,848
1849
$11.1M ﹤0.01%
1,289,655
+481,590
1850
$11.1M ﹤0.01%
138,331
+16,164
72 73
74
75 76