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
5901
$9K ﹤0.01%
+3,000
5902
$9K ﹤0.01%
+400
5903
$9K ﹤0.01%
+780
5904
$9K ﹤0.01%
+125
5905
$9K ﹤0.01%
+108
5906
$9K ﹤0.01%
+430
5907
$9K ﹤0.01%
+488
5908
$9K ﹤0.01%
+422
5909
$9K ﹤0.01%
+694
5910
$9K ﹤0.01%
2,936
-53,060
5911
$9K ﹤0.01%
+500
5912
$9K ﹤0.01%
+572
5913
$9K ﹤0.01%
+397
5914
$9K ﹤0.01%
+828
5915
$8K ﹤0.01%
+593
5916
$8K ﹤0.01%
+998
5917
$8K ﹤0.01%
+205
5918
$8K ﹤0.01%
+5,050
5919
$8K ﹤0.01%
+26
5920
$8K ﹤0.01%
+236
5921
$8K ﹤0.01%
+1,105
5922
$8K ﹤0.01%
181
-1,410
5923
$8K ﹤0.01%
+500
5924
$8K ﹤0.01%
+461
5925
$8K ﹤0.01%
+494