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
2001
$9.19M ﹤0.01%
247,618
+3,121
2002
$9.18M ﹤0.01%
177,981
+31,358
2003
$9.18M ﹤0.01%
435,910
-120,441
2004
$9.18M ﹤0.01%
1,285,573
-138,346
2005
$9.15M ﹤0.01%
458,945
+3,165
2006
$9.15M ﹤0.01%
182,163
+14,826
2007
$9.14M ﹤0.01%
166,196
-52,966
2008
$9.14M ﹤0.01%
395,398
+20,490
2009
$9.13M ﹤0.01%
109,276
+3,227
2010
$9.12M ﹤0.01%
101,367
+62,209
2011
$9.12M ﹤0.01%
205,725
+19,343
2012
$9.11M ﹤0.01%
1,080,994
+825,997
2013
$9.1M ﹤0.01%
407,018
+7,608
2014
$9.08M ﹤0.01%
186,056
-24,023
2015
$9.05M ﹤0.01%
282,284
-53,729
2016
$9.05M ﹤0.01%
383,509
-475,935
2017
$9.05M ﹤0.01%
186,611
-173,579
2018
$9.05M ﹤0.01%
2,582
+1,728
2019
$9.04M ﹤0.01%
425,601
+68,793
2020
$9.04M ﹤0.01%
77,572
+34,413
2021
$9.04M ﹤0.01%
74,199
+19,383
2022
$9.03M ﹤0.01%
166,416
+64,513
2023
$9.03M ﹤0.01%
1,082,495
-469,316
2024
$9.01M ﹤0.01%
676,452
-393,632
2025
$9.01M ﹤0.01%
312,096
-355,362