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
2126
$7.88M ﹤0.01%
99,297
+53,718
2127
$7.87M ﹤0.01%
642,562
+127,051
2128
$7.85M ﹤0.01%
608,424
+170,811
2129
$7.84M ﹤0.01%
238,820
+198,801
2130
$7.84M ﹤0.01%
250,514
-190,698
2131
$7.84M ﹤0.01%
109,806
-11,336
2132
$7.83M ﹤0.01%
202,193
+33,687
2133
$7.83M ﹤0.01%
283,233
+30,847
2134
$7.83M ﹤0.01%
440,857
+376,880
2135
$7.79M ﹤0.01%
493,662
+54,354
2136
$7.79M ﹤0.01%
410,659
+199,724
2137
$7.79M ﹤0.01%
168,978
-276,022
2138
$7.78M ﹤0.01%
363,832
+59,744
2139
$7.78M ﹤0.01%
164,117
-87,336
2140
$7.78M ﹤0.01%
172,219
+59,888
2141
$7.78M ﹤0.01%
245,739
-31,963
2142
$7.78M ﹤0.01%
129,402
+101,842
2143
$7.77M ﹤0.01%
612,572
+520,695
2144
$7.76M ﹤0.01%
173,428
+14,996
2145
$7.75M ﹤0.01%
748,784
+462,165
2146
$7.75M ﹤0.01%
161,230
+3,905
2147
$7.73M ﹤0.01%
77,880
+25,459
2148
$7.72M ﹤0.01%
166,633
-160,008
2149
$7.7M ﹤0.01%
321,593
-257,502
2150
$7.7M ﹤0.01%
415,744
+303,814
84 85
86
87 88