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
6051
$3K ﹤0.01%
+160
6052
$3K ﹤0.01%
+413
6053
$3K ﹤0.01%
1,650
-307,878
6054
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+45
6055
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+9
6056
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147
-23,916
6057
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+100
6058
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+43
6059
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+50
6060
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+140
6061
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+127
6062
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+333
6063
$3K ﹤0.01%
+900
6064
$3K ﹤0.01%
266
-1,250
6065
$3K ﹤0.01%
+207
6066
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+300
6067
$3K ﹤0.01%
+372
6068
$3K ﹤0.01%
+1,000
6069
$3K ﹤0.01%
+2,574
6070
$3K ﹤0.01%
+488
6071
$3K ﹤0.01%
+107
6072
$3K ﹤0.01%
+40
6073
$3K ﹤0.01%
+100
6074
$3K ﹤0.01%
+1,666
6075
$2K ﹤0.01%
+1,000