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
2026
$9.01M ﹤0.01%
261,479
-372,654
2027
$9M ﹤0.01%
352,675
+17,942
2028
$8.99M ﹤0.01%
433,253
-181,194
2029
$8.98M ﹤0.01%
436,589
-46,333
2030
$8.98M ﹤0.01%
82,137
+37,413
2031
$8.97M ﹤0.01%
745,122
+50,793
2032
$8.96M ﹤0.01%
305,204
+47,520
2033
$8.93M ﹤0.01%
179,659
+58,356
2034
$8.91M ﹤0.01%
169,401
-64,757
2035
$8.9M ﹤0.01%
141,701
+99,168
2036
$8.9M ﹤0.01%
262,346
+211,825
2037
$8.9M ﹤0.01%
132,903
-11,164
2038
$8.89M ﹤0.01%
2,112,458
-451
2039
$8.8M ﹤0.01%
558,792
-41,157
2040
$8.8M ﹤0.01%
182,442
+73,774
2041
$8.79M ﹤0.01%
531,263
+279,999
2042
$8.79M ﹤0.01%
278,000
2043
$8.78M ﹤0.01%
261,348
+176,988
2044
$8.77M ﹤0.01%
217,676
+122,184
2045
$8.76M ﹤0.01%
289,492
+84,523
2046
$8.75M ﹤0.01%
151,653
-51,508
2047
$8.74M ﹤0.01%
636,904
+14,173
2048
$8.74M ﹤0.01%
214,764
+27,632
2049
$8.73M ﹤0.01%
143,032
+68,458
2050
$8.72M ﹤0.01%
51,243
+13,491
80 81
82
83 84