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
2601
$3.5M ﹤0.01%
+124,330
2602
$3.49M ﹤0.01%
+65,007
2603
$3.49M ﹤0.01%
+187,350
2604
$3.48M ﹤0.01%
+184,393
2605
$3.48M ﹤0.01%
+265,392
2606
$3.48M ﹤0.01%
+200,457
2607
$3.48M ﹤0.01%
+224,550
2608
$3.47M ﹤0.01%
+144,994
2609
$3.47M ﹤0.01%
+53,654
2610
$3.46M ﹤0.01%
+142,203
2611
$3.46M ﹤0.01%
+86,670
2612
$3.46M ﹤0.01%
+128,986
2613
$3.46M ﹤0.01%
+79,447
2614
$3.46M ﹤0.01%
+246,790
2615
$3.46M ﹤0.01%
+34,037
2616
$3.46M ﹤0.01%
+255,646
2617
$3.45M ﹤0.01%
+77,658
2618
$3.45M ﹤0.01%
+365,925
2619
$3.44M ﹤0.01%
+100,248
2620
$3.44M ﹤0.01%
+132,637
2621
$3.44M ﹤0.01%
+121,423
2622
$3.43M ﹤0.01%
+91,003
2623
$3.42M ﹤0.01%
+45,324
2624
$3.42M ﹤0.01%
+944,663
2625
$3.42M ﹤0.01%
+122,544
103 104
105
106 107