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
2451
$5.44M ﹤0.01%
44,644
-1,143
2452
$5.44M ﹤0.01%
272,075
+10,760
2453
$5.44M ﹤0.01%
219,978
-29,958
2454
$5.43M ﹤0.01%
193,903
-158,259
2455
$5.43M ﹤0.01%
151,703
-17,186
2456
$5.43M ﹤0.01%
+85,974
2457
$5.42M ﹤0.01%
113,356
+19,835
2458
$5.41M ﹤0.01%
191,982
-15,243
2459
$5.39M ﹤0.01%
157,408
+11,035
2460
$5.38M ﹤0.01%
69,873
+22,081
2461
$5.38M ﹤0.01%
417,601
+173,480
2462
$5.38M ﹤0.01%
164,518
-39,241
2463
$5.38M ﹤0.01%
201,205
+119,169
2464
$5.37M ﹤0.01%
218,014
+202,597
2465
$5.36M ﹤0.01%
207,513
+116,121
2466
$5.36M ﹤0.01%
210,884
-6,393
2467
$5.35M ﹤0.01%
624,388
-3,313
2468
$5.35M ﹤0.01%
28,037
+2,231
2469
$5.33M ﹤0.01%
431,660
-120,947
2470
$5.33M ﹤0.01%
120,285
-18,819
2471
$5.32M ﹤0.01%
800,845
+173,924
2472
$5.31M ﹤0.01%
337,140
-545,948
2473
$5.31M ﹤0.01%
434,890
+278,792
2474
$5.29M ﹤0.01%
509,098
+11,940
2475
$5.29M ﹤0.01%
231,920
-298,885