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
5451
$55K ﹤0.01%
+3,417
5452
$55K ﹤0.01%
5,131
-62,011
5453
$55K ﹤0.01%
1,484
+799
5454
$55K ﹤0.01%
+23,956
5455
$54K ﹤0.01%
+4,000
5456
$54K ﹤0.01%
2,350
-75,813
5457
$54K ﹤0.01%
12,500
5458
$53K ﹤0.01%
+12,600
5459
$53K ﹤0.01%
+7
5460
$53K ﹤0.01%
8,302
-74,519
5461
$53K ﹤0.01%
1,750
5462
$53K ﹤0.01%
+2,292
5463
$53K ﹤0.01%
+2,232
5464
$52K ﹤0.01%
+4,000
5465
$52K ﹤0.01%
+1,446
5466
$52K ﹤0.01%
1
5467
$52K ﹤0.01%
+6,490
5468
$52K ﹤0.01%
+4,220
5469
$52K ﹤0.01%
+3,580
5470
$51K ﹤0.01%
34,123
-13,235
5471
$51K ﹤0.01%
+2,129
5472
$51K ﹤0.01%
+7,000
5473
$51K ﹤0.01%
26,750
5474
$51K ﹤0.01%
+3,846
5475
$51K ﹤0.01%
+777
217 218
219
220 221