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
2626
$3.42M ﹤0.01%
+142,002
2627
$3.41M ﹤0.01%
+282,565
2628
$3.41M ﹤0.01%
+408,860
2629
$3.41M ﹤0.01%
+126,446
2630
$3.4M ﹤0.01%
+157,925
2631
$3.4M ﹤0.01%
+61,254
2632
$3.4M ﹤0.01%
+131,957
2633
$3.4M ﹤0.01%
+136,088
2634
$3.4M ﹤0.01%
+163,575
2635
$3.4M ﹤0.01%
+215,517
2636
$3.4M ﹤0.01%
+137,985
2637
$3.39M ﹤0.01%
+77,206
2638
$3.39M ﹤0.01%
+149,258
2639
$3.39M ﹤0.01%
+116,821
2640
$3.38M ﹤0.01%
+168,165
2641
$3.38M ﹤0.01%
+232,489
2642
$3.38M ﹤0.01%
+460,431
2643
$3.38M ﹤0.01%
+66,177
2644
$3.37M ﹤0.01%
+13,415
2645
$3.36M ﹤0.01%
+151,521
2646
$3.36M ﹤0.01%
+62,671
2647
$3.36M ﹤0.01%
+79,904
2648
$3.35M ﹤0.01%
+338,412
2649
$3.34M ﹤0.01%
+170,344
2650
$3.34M ﹤0.01%
+471,541
104 105
106
107 108