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
2351
$6.17M ﹤0.01%
78,997
-2,627,904
2352
$6.17M ﹤0.01%
465,107
-723
2353
$6.15M ﹤0.01%
129,708
-477,116
2354
$6.15M ﹤0.01%
99,372
+46,551
2355
$6.15M ﹤0.01%
451,795
+72,456
2356
$6.15M ﹤0.01%
91,158
+31,252
2357
$6.14M ﹤0.01%
266,243
+89,171
2358
$6.13M ﹤0.01%
251,769
-127,311
2359
$6.12M ﹤0.01%
115,262
+24,497
2360
$6.12M ﹤0.01%
135,188
+9,262
2361
$6.11M ﹤0.01%
145,082
+5,412
2362
$6.11M ﹤0.01%
306,398
+115,996
2363
$6.1M ﹤0.01%
496,840
-25,560
2364
$6.09M ﹤0.01%
18,239
+6,997
2365
$6.09M ﹤0.01%
130,887
+2,677
2366
$6.08M ﹤0.01%
141,068
+20,076
2367
$6.07M ﹤0.01%
1,969,497
-1,414,561
2368
$6.05M ﹤0.01%
214,696
+33,067
2369
$6.05M ﹤0.01%
225,627
-24,656
2370
$6.04M ﹤0.01%
511,064
+200,481
2371
$6.04M ﹤0.01%
126,454
+72,255
2372
$6.01M ﹤0.01%
369,537
-113,674
2373
$6M ﹤0.01%
409,799
+165,235
2374
$6M ﹤0.01%
474,029
-157,670
2375
$5.99M ﹤0.01%
161,511
+97,869