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
$198B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1
+$6.83B
2
+$2.75B
3
+$2.45B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.72%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$3.81M ﹤0.01%
+32,838
2527
$3.81M ﹤0.01%
+139,484
2528
$3.81M ﹤0.01%
+239,856
2529
$3.8M ﹤0.01%
+208,405
2530
$3.8M ﹤0.01%
+185,464
2531
$3.8M ﹤0.01%
+723,221
2532
$3.8M ﹤0.01%
+166,183
2533
$3.79M ﹤0.01%
+162,131
2534
$3.79M ﹤0.01%
+6,597
2535
$3.79M ﹤0.01%
+286,726
2536
$3.78M ﹤0.01%
+228,328
2537
$3.77M ﹤0.01%
+248,229
2538
$3.76M ﹤0.01%
+103,082
2539
$3.76M ﹤0.01%
+384,584
2540
$3.75M ﹤0.01%
+115,296
2541
$3.75M ﹤0.01%
+94,006
2542
$3.74M ﹤0.01%
+340,571
2543
$3.74M ﹤0.01%
+253,345
2544
$3.71M ﹤0.01%
+109,335
2545
$3.71M ﹤0.01%
+15,857
2546
$3.71M ﹤0.01%
+95,690
2547
$3.71M ﹤0.01%
+218,454
2548
$3.71M ﹤0.01%
+218,884
2549
$3.7M ﹤0.01%
+179,131
2550
$3.7M ﹤0.01%
+197,431
100 101
102
103 104