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
6151
$1K ﹤0.01%
+947
6152
$1K ﹤0.01%
9,050
-12,500
6153
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+300
6154
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+99
6155
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+34
6156
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+666
6157
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+50
6158
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+800
6159
$1K ﹤0.01%
+1,380
6160
$1K ﹤0.01%
+125
6161
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+450
6162
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+3,000
6163
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+35
6164
$1K ﹤0.01%
+498
6165
$1K ﹤0.01%
+1,200
6166
$1K ﹤0.01%
50
-372,164
6167
$1K ﹤0.01%
36,454
+4,007
6168
$1K ﹤0.01%
+500
6169
$1K ﹤0.01%
+295
6170
$1K ﹤0.01%
+100
6171
$1K ﹤0.01%
+13
6172
$1K ﹤0.01%
+104
6173
$1K ﹤0.01%
+200
6174
$1K ﹤0.01%
300
-3,000
6175
$1K ﹤0.01%
+70