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
2001
$9.18M ﹤0.01%
435,910
-120,441
2002
$9.18M ﹤0.01%
1,285,573
-138,346
2003
$9.15M ﹤0.01%
458,945
+3,165
2004
$9.15M ﹤0.01%
182,163
+14,826
2005
$9.14M ﹤0.01%
166,196
-52,966
2006
$9.14M ﹤0.01%
395,398
+20,490
2007
$9.13M ﹤0.01%
109,276
+3,227
2008
$9.12M ﹤0.01%
101,367
+62,209
2009
$9.12M ﹤0.01%
205,725
+19,343
2010
$9.11M ﹤0.01%
1,080,994
+825,997
2011
$9.1M ﹤0.01%
407,018
+7,608
2012
$9.08M ﹤0.01%
186,056
-24,023
2013
$9.05M ﹤0.01%
282,284
-53,729
2014
$9.05M ﹤0.01%
383,509
-475,935
2015
$9.05M ﹤0.01%
186,611
-173,579
2016
$9.05M ﹤0.01%
2,582
+1,728
2017
$9.04M ﹤0.01%
425,601
+68,793
2018
$9.04M ﹤0.01%
77,572
+34,413
2019
$9.04M ﹤0.01%
74,199
+19,383
2020
$9.03M ﹤0.01%
166,416
+64,513
2021
$9.03M ﹤0.01%
1,082,495
-469,316
2022
$9.01M ﹤0.01%
676,452
-393,632
2023
$9.01M ﹤0.01%
312,096
-355,362
2024
$9.01M ﹤0.01%
261,479
-372,654
2025
$9M ﹤0.01%
352,675
+17,942