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
1976
$9.53M ﹤0.01%
274,655
-80,919
1977
$9.53M ﹤0.01%
392,195
-19,059
1978
$9.52M ﹤0.01%
14,321
+4,288
1979
$9.52M ﹤0.01%
169,701
+124,533
1980
$9.51M ﹤0.01%
200,369
-493,720
1981
$9.5M ﹤0.01%
149,216
+27,907
1982
$9.47M ﹤0.01%
261,877
-47,087
1983
$9.46M ﹤0.01%
798,970
-123,360
1984
$9.46M ﹤0.01%
287,318
+175,258
1985
$9.45M ﹤0.01%
235,416
+35,030
1986
$9.44M ﹤0.01%
2,439,940
+486,184
1987
$9.43M ﹤0.01%
442,035
-113,220
1988
$9.4M ﹤0.01%
29,073
+8,458
1989
$9.4M ﹤0.01%
290,792
+13,440
1990
$9.4M ﹤0.01%
253,432
-183,827
1991
$9.39M ﹤0.01%
215,312
+50,275
1992
$9.34M ﹤0.01%
573,924
+10,956
1993
$9.33M ﹤0.01%
338,906
+5,860
1994
$9.31M ﹤0.01%
667,817
-171,298
1995
$9.29M ﹤0.01%
460,309
+139,956
1996
$9.29M ﹤0.01%
546,503
+21,740
1997
$9.23M ﹤0.01%
139,789
-71,512
1998
$9.23M ﹤0.01%
641,014
-587,642
1999
$9.22M ﹤0.01%
176,718
-57,936
2000
$9.22M ﹤0.01%
49,130
-79,837
78 79
80
81 82