Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$727M
2
+$720M
3
+$681M
4
HLT icon
Hilton Worldwide
HLT
+$575M
5
WMB icon
Williams Companies
WMB
+$343M

Top Sells

1
+$1.38B
2
+$942M
3
+$888M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$358M

Sector Composition

1 Technology 9.15%
2 Financials 8.94%
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
1976
$9.53M ﹤0.01%
392,195
-19,059
1977
$9.52M ﹤0.01%
169,701
+124,533
1978
$9.51M ﹤0.01%
200,369
-493,720
1979
$9.5M ﹤0.01%
149,216
+27,907
1980
$9.47M ﹤0.01%
261,877
-47,087
1981
$9.46M ﹤0.01%
798,970
-123,360
1982
$9.46M ﹤0.01%
287,318
+175,258
1983
$9.45M ﹤0.01%
235,416
+35,030
1984
$9.44M ﹤0.01%
2,439,940
+486,184
1985
$9.43M ﹤0.01%
442,035
-113,220
1986
$9.4M ﹤0.01%
29,073
+8,458
1987
$9.4M ﹤0.01%
290,792
+13,440
1988
$9.4M ﹤0.01%
253,432
-183,827
1989
$9.39M ﹤0.01%
215,312
+50,275
1990
$9.34M ﹤0.01%
573,924
+10,956
1991
$9.33M ﹤0.01%
338,906
+5,860
1992
$9.31M ﹤0.01%
667,817
-171,298
1993
$9.29M ﹤0.01%
460,309
+139,956
1994
$9.29M ﹤0.01%
546,503
+21,740
1995
$9.23M ﹤0.01%
139,789
-71,512
1996
$9.23M ﹤0.01%
641,014
-587,642
1997
$9.22M ﹤0.01%
176,718
-57,936
1998
$9.22M ﹤0.01%
49,130
-79,837
1999
$9.19M ﹤0.01%
247,618
+3,121
2000
$9.18M ﹤0.01%
177,981
+31,358
78 79
80
81 82