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
2151
$7.65M ﹤0.01%
215,483
-73,471
2152
$7.63M ﹤0.01%
213,615
+109,354
2153
$7.63M ﹤0.01%
194,742
+81,193
2154
$7.63M ﹤0.01%
144,497
+26,823
2155
$7.62M ﹤0.01%
137,917
+42,676
2156
$7.61M ﹤0.01%
165,057
+120,790
2157
$7.61M ﹤0.01%
329,696
+66,175
2158
$7.6M ﹤0.01%
601,547
+36,384
2159
$7.6M ﹤0.01%
190,214
-20,432
2160
$7.58M ﹤0.01%
+52,083
2161
$7.58M ﹤0.01%
122,625
+43,951
2162
$7.57M ﹤0.01%
801,562
+486,381
2163
$7.56M ﹤0.01%
151,792
+49,804
2164
$7.55M ﹤0.01%
361,510
+32,388
2165
$7.55M ﹤0.01%
177,045
+92,076
2166
$7.54M ﹤0.01%
224,776
-77,378
2167
$7.52M ﹤0.01%
1,641,144
+970,136
2168
$7.52M ﹤0.01%
219,134
+31,470
2169
$7.5M ﹤0.01%
99,557
+60,910
2170
$7.5M ﹤0.01%
346,176
+130,671
2171
$7.5M ﹤0.01%
245,370
-502,434
2172
$7.5M ﹤0.01%
287,522
+150,840
2173
$7.49M ﹤0.01%
442,749
-77,652
2174
$7.49M ﹤0.01%
144,415
+72,397
2175
$7.48M ﹤0.01%
793,845
+113,529
85 86
87
88 89