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
5776
$17K ﹤0.01%
+800
5777
$17K ﹤0.01%
17,000
+5,000
5778
$17K ﹤0.01%
+355
5779
$17K ﹤0.01%
+750
5780
$17K ﹤0.01%
+4,000
5781
$17K ﹤0.01%
+5,000
5782
$17K ﹤0.01%
+12,149
5783
$17K ﹤0.01%
+1,112
5784
$17K ﹤0.01%
+631
5785
$17K ﹤0.01%
+500
5786
$17K ﹤0.01%
+4,950
5787
$16K ﹤0.01%
+38
5788
$16K ﹤0.01%
+1,144
5789
$16K ﹤0.01%
+41
5790
$16K ﹤0.01%
+1,500
5791
$16K ﹤0.01%
+86
5792
$16K ﹤0.01%
+204
5793
$16K ﹤0.01%
+2
5794
$16K ﹤0.01%
+2,097
5795
$16K ﹤0.01%
10,250
-15,669
5796
$16K ﹤0.01%
+1,274
5797
$16K ﹤0.01%
+500
5798
$16K ﹤0.01%
+180
5799
$16K ﹤0.01%
+2,500
5800
$16K ﹤0.01%
+7,981