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
2401
$5.82M ﹤0.01%
1,039,235
+772,220
2402
$5.81M ﹤0.01%
439,711
-49,688
2403
$5.8M ﹤0.01%
170,067
-711,663
2404
$5.79M ﹤0.01%
298,702
+114,087
2405
$5.79M ﹤0.01%
775,029
+739,209
2406
$5.79M ﹤0.01%
410,462
+21,621
2407
$5.78M ﹤0.01%
524,830
-1,025
2408
$5.78M ﹤0.01%
8,686
-1,349
2409
$5.77M ﹤0.01%
393,625
-69,487
2410
$5.77M ﹤0.01%
666,246
+65,268
2411
$5.77M ﹤0.01%
260,578
-45,696
2412
$5.76M ﹤0.01%
414,363
+11,446
2413
$5.75M ﹤0.01%
503,881
-98,551
2414
$5.74M ﹤0.01%
383,036
+14,121
2415
$5.74M ﹤0.01%
162,276
+98,847
2416
$5.74M ﹤0.01%
173,472
-11,873
2417
$5.73M ﹤0.01%
+329,687
2418
$5.72M ﹤0.01%
456,142
-83,742
2419
$5.69M ﹤0.01%
91,349
+2,656
2420
$5.69M ﹤0.01%
63,359
+50,469
2421
$5.68M ﹤0.01%
467,453
-174,799
2422
$5.68M ﹤0.01%
225,321
+45,977
2423
$5.68M ﹤0.01%
+311,232
2424
$5.68M ﹤0.01%
111,251
+48,193
2425
$5.67M ﹤0.01%
+226,785