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
2201
$7.26M ﹤0.01%
647,291
-51,528
2202
$7.25M ﹤0.01%
+356,545
2203
$7.24M ﹤0.01%
12,480
-4,866
2204
$7.24M ﹤0.01%
169,224
+43,645
2205
$7.24M ﹤0.01%
267,573
+45,526
2206
$7.21M ﹤0.01%
277,434
+134,577
2207
$7.2M ﹤0.01%
313,096
+151,304
2208
$7.18M ﹤0.01%
510,701
-10,705
2209
$7.18M ﹤0.01%
149,555
+72,835
2210
$7.17M ﹤0.01%
298,043
+5,932
2211
$7.17M ﹤0.01%
415,363
-28,192
2212
$7.16M ﹤0.01%
174,002
+150,409
2213
$7.15M ﹤0.01%
226,815
+35,816
2214
$7.13M ﹤0.01%
366,787
+210,214
2215
$7.1M ﹤0.01%
311,001
+5,786
2216
$7.09M ﹤0.01%
582,206
+242,347
2217
$7.09M ﹤0.01%
395,217
-168,717
2218
$7.08M ﹤0.01%
85,564
+47,960
2219
$7.08M ﹤0.01%
103,906
+64,898
2220
$7.08M ﹤0.01%
35,496
-6,809
2221
$7.07M ﹤0.01%
448,474
+127,630
2222
$7.06M ﹤0.01%
202,788
+39,682
2223
$7.05M ﹤0.01%
41,479
+4,749
2224
$7.03M ﹤0.01%
262,269
-18,640
2225
$7.03M ﹤0.01%
204,429
+22,766
87 88
89
90 91