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
1851
$11M ﹤0.01%
375,837
+2,287
1852
$11M ﹤0.01%
278,919
+191,108
1853
$11M ﹤0.01%
737,544
+76,296
1854
$11M ﹤0.01%
308,850
+147,710
1855
$10.9M ﹤0.01%
461,660
+431,845
1856
$10.9M ﹤0.01%
409,596
+18,708
1857
$10.9M ﹤0.01%
331,162
-1,301
1858
$10.9M ﹤0.01%
+414,969
1859
$10.9M ﹤0.01%
503,311
-3,412,104
1860
$10.9M ﹤0.01%
229,733
+7,443
1861
$10.9M ﹤0.01%
637,695
+23,931
1862
$10.8M ﹤0.01%
602,619
+77,185
1863
$10.8M ﹤0.01%
719,870
+416,273
1864
$10.8M ﹤0.01%
684,845
+48,615
1865
$10.8M ﹤0.01%
133,509
+40,574
1866
$10.8M ﹤0.01%
653,832
+113,336
1867
$10.8M ﹤0.01%
3,113,595
+778,570
1868
$10.8M ﹤0.01%
1,312,109
-231,757
1869
$10.7M ﹤0.01%
599,340
-259,379
1870
$10.7M ﹤0.01%
499,875
-562,896
1871
$10.7M ﹤0.01%
1,504,860
-1,068,863
1872
$10.7M ﹤0.01%
373,365
-116,775
1873
$10.7M ﹤0.01%
524,550
+435,455
1874
$10.7M ﹤0.01%
218,519
+60,877
1875
$10.7M ﹤0.01%
181,061
+74,563
73 74
75
76 77