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
5726
$20K ﹤0.01%
+1,067
5727
$20K ﹤0.01%
+273
5728
$20K ﹤0.01%
+2,000
5729
$20K ﹤0.01%
+2,632
5730
$20K ﹤0.01%
+4,000
5731
$20K ﹤0.01%
+1,500
5732
$20K ﹤0.01%
+3,451
5733
$20K ﹤0.01%
+375
5734
$20K ﹤0.01%
17,912
5735
$20K ﹤0.01%
3,394
-15,555
5736
$20K ﹤0.01%
6,328
-4,305
5737
$20K ﹤0.01%
5,126
-226,462
5738
$20K ﹤0.01%
9
-3
5739
$19K ﹤0.01%
+3,305
5740
$19K ﹤0.01%
1,119
-14,751
5741
$19K ﹤0.01%
+50
5742
$19K ﹤0.01%
1,746
-54,855
5743
$19K ﹤0.01%
+1,575
5744
$19K ﹤0.01%
3,347
-44
5745
$19K ﹤0.01%
+4,073
5746
$19K ﹤0.01%
245,888
-1,952
5747
$19K ﹤0.01%
517
-6,427
5748
$19K ﹤0.01%
+2,941
5749
$19K ﹤0.01%
+3,199
5750
$19K ﹤0.01%
+6
228 229
230
231 232