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
2576
$3.6M ﹤0.01%
+380,727
2577
$3.6M ﹤0.01%
+305,980
2578
$3.59M ﹤0.01%
+92,222
2579
$3.59M ﹤0.01%
+521,543
2580
$3.59M ﹤0.01%
+274,156
2581
$3.59M ﹤0.01%
+324,369
2582
$3.58M ﹤0.01%
+445,983
2583
$3.58M ﹤0.01%
+238,431
2584
$3.58M ﹤0.01%
+331,243
2585
$3.57M ﹤0.01%
+229,663
2586
$3.57M ﹤0.01%
+114,847
2587
$3.57M ﹤0.01%
+103,230
2588
$3.57M ﹤0.01%
+41,482
2589
$3.56M ﹤0.01%
+153,946
2590
$3.55M ﹤0.01%
+116,258
2591
$3.55M ﹤0.01%
+9,266
2592
$3.55M ﹤0.01%
+123,691
2593
$3.55M ﹤0.01%
+95,454
2594
$3.54M ﹤0.01%
+319,630
2595
$3.54M ﹤0.01%
+151,541
2596
$3.53M ﹤0.01%
+254,340
2597
$3.52M ﹤0.01%
+432,608
2598
$3.51M ﹤0.01%
+123,718
2599
$3.5M ﹤0.01%
+212,654
2600
$3.5M ﹤0.01%
+141,446
102 103
104
105 106