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
1951
$9.79M ﹤0.01%
334,056
-75,496
1952
$9.79M ﹤0.01%
196,351
+60,305
1953
$9.78M ﹤0.01%
825,872
-1,324,101
1954
$9.78M ﹤0.01%
367,916
+34,415
1955
$9.77M ﹤0.01%
466,707
+65,346
1956
$9.76M ﹤0.01%
746,519
+125,486
1957
$9.75M ﹤0.01%
432,579
+15,046
1958
$9.75M ﹤0.01%
376,600
-37,641
1959
$9.74M ﹤0.01%
499,108
+47,319
1960
$9.74M ﹤0.01%
96,493
+17,094
1961
$9.7M ﹤0.01%
300,696
+87,613
1962
$9.7M ﹤0.01%
465,841
-108,725
1963
$9.7M ﹤0.01%
136,242
+10,768
1964
$9.69M ﹤0.01%
88,041
-9,838
1965
$9.68M ﹤0.01%
288,606
-64,638
1966
$9.68M ﹤0.01%
172,256
+15,089
1967
$9.67M ﹤0.01%
226,341
-71,077
1968
$9.67M ﹤0.01%
177,723
+50,515
1969
$9.64M ﹤0.01%
406,484
-104,054
1970
$9.64M ﹤0.01%
688,106
-62,466
1971
$9.62M ﹤0.01%
107,528
-146,686
1972
$9.6M ﹤0.01%
235,744
-267,829
1973
$9.59M ﹤0.01%
224,017
+84,673
1974
$9.59M ﹤0.01%
473,855
+310,753
1975
$9.55M ﹤0.01%
467,228
+35,785