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
5876
$11K ﹤0.01%
+339
5877
$11K ﹤0.01%
+955
5878
$11K ﹤0.01%
+1,109
5879
$11K ﹤0.01%
+3,782
5880
$11K ﹤0.01%
+320
5881
$11K ﹤0.01%
1,521
+380
5882
$11K ﹤0.01%
+700
5883
$11K ﹤0.01%
+874
5884
$11K ﹤0.01%
+1,143
5885
$10K ﹤0.01%
+1,534
5886
$10K ﹤0.01%
+3,000
5887
$10K ﹤0.01%
+812
5888
$10K ﹤0.01%
1,038,020
-15,924
5889
$10K ﹤0.01%
7,700
-2,600
5890
$10K ﹤0.01%
+365
5891
$10K ﹤0.01%
+267
5892
$10K ﹤0.01%
+1,070
5893
$10K ﹤0.01%
+602
5894
$10K ﹤0.01%
+2,097
5895
$10K ﹤0.01%
+363
5896
$10K ﹤0.01%
+487
5897
$10K ﹤0.01%
+740
5898
$10K ﹤0.01%
+2,283
5899
$10K ﹤0.01%
+686
5900
$10K ﹤0.01%
+300