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
1926
$10.2M ﹤0.01%
18,500
-3,290
1927
$10.2M ﹤0.01%
1,329,419
+1,130,729
1928
$10.2M ﹤0.01%
588,985
+123,481
1929
$10.2M ﹤0.01%
131,599
-16,541
1930
$10.1M ﹤0.01%
561,193
+4,351
1931
$10.1M ﹤0.01%
209,080
+6,391
1932
$10.1M ﹤0.01%
196,616
+52,730
1933
$10.1M ﹤0.01%
444,909
-59,628
1934
$10.1M ﹤0.01%
266,950
+159,670
1935
$10.1M ﹤0.01%
188,921
+51,912
1936
$10.1M ﹤0.01%
158,992
+141,118
1937
$10M ﹤0.01%
431,937
-260,392
1938
$10M ﹤0.01%
449,703
+69,216
1939
$9.99M ﹤0.01%
242,722
+56,314
1940
$9.97M ﹤0.01%
108,586
+57,217
1941
$9.91M ﹤0.01%
405,084
+325,569
1942
$9.89M ﹤0.01%
252,878
+69,895
1943
$9.88M ﹤0.01%
552,793
+28,813
1944
$9.88M ﹤0.01%
90,258
-1,881
1945
$9.86M ﹤0.01%
188,832
+40,246
1946
$9.85M ﹤0.01%
158,098
-76,500
1947
$9.85M ﹤0.01%
352,393
+5,117
1948
$9.84M ﹤0.01%
562,109
-35,698
1949
$9.81M ﹤0.01%
240,070
-46,215
1950
$9.81M ﹤0.01%
241,702
+86,049
76 77
78
79 80