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
1901
$10.4M ﹤0.01%
186,025
-52,456
1902
$10.4M ﹤0.01%
791,013
-142,471
1903
$10.4M ﹤0.01%
881,190
+66,830
1904
$10.4M ﹤0.01%
320,614
+125,772
1905
$10.4M ﹤0.01%
532,879
-63,428
1906
$10.4M ﹤0.01%
345,983
-32,693
1907
$10.4M ﹤0.01%
157,202
+16,217
1908
$10.4M ﹤0.01%
927,120
+447,445
1909
$10.4M ﹤0.01%
174,134
+77,440
1910
$10.4M ﹤0.01%
342,020
+37,646
1911
$10.4M ﹤0.01%
429,413
+94,166
1912
$10.4M ﹤0.01%
414,599
-91,849
1913
$10.3M ﹤0.01%
226,179
-34,831
1914
$10.3M ﹤0.01%
281,682
+69,393
1915
$10.3M ﹤0.01%
356,549
-177,368
1916
$10.3M ﹤0.01%
245,146
+61,124
1917
$10.3M ﹤0.01%
350,356
+197,113
1918
$10.2M ﹤0.01%
237,335
+26,034
1919
$10.2M ﹤0.01%
190,596
-56,078
1920
$10.2M ﹤0.01%
223,246
+145,729
1921
$10.2M ﹤0.01%
25,536
+13,517
1922
$10.2M ﹤0.01%
440,555
+87,407
1923
$10.2M ﹤0.01%
17,809
+9,581
1924
$10.2M ﹤0.01%
214,770
+34,205
1925
$10.2M ﹤0.01%
1,091,445
-41,653
75 76
77
78 79