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
2076
$8.39M ﹤0.01%
+37,776
2077
$8.38M ﹤0.01%
249,515
+10,571
2078
$8.34M ﹤0.01%
409,013
-32,497
2079
$8.34M ﹤0.01%
607,662
+143,524
2080
$8.33M ﹤0.01%
192,941
-108,690
2081
$8.31M ﹤0.01%
484,952
+206,792
2082
$8.31M ﹤0.01%
190,135
+65,737
2083
$8.3M ﹤0.01%
11,507
+1,119
2084
$8.23M ﹤0.01%
91,467
+25,819
2085
$8.2M ﹤0.01%
370,876
+13,304
2086
$8.18M ﹤0.01%
223,381
+179,258
2087
$8.16M ﹤0.01%
173,624
+27,043
2088
$8.15M ﹤0.01%
305,870
-189,932
2089
$8.15M ﹤0.01%
143,085
+74,742
2090
$8.15M ﹤0.01%
74,121
+22,378
2091
$8.14M ﹤0.01%
103,820
+1,920
2092
$8.13M ﹤0.01%
366,053
+37,085
2093
$8.13M ﹤0.01%
617,371
-90,186
2094
$8.12M ﹤0.01%
1,054,210
+59,450
2095
$8.12M ﹤0.01%
140,198
+10,510
2096
$8.12M ﹤0.01%
396,194
+31,777
2097
$8.11M ﹤0.01%
200,745
+118,663
2098
$8.11M ﹤0.01%
851,421
+28,962
2099
$8.09M ﹤0.01%
519,104
-46,394
2100
$8.09M ﹤0.01%
330,554
+138,599
82 83
84
85 86