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
2651
$3.33M ﹤0.01%
+208,492
2652
$3.33M ﹤0.01%
+70,138
2653
$3.32M ﹤0.01%
+246,087
2654
$3.32M ﹤0.01%
+218,335
2655
$3.31M ﹤0.01%
+188,501
2656
$3.31M ﹤0.01%
+135,085
2657
$3.3M ﹤0.01%
+26,075
2658
$3.29M ﹤0.01%
+1,115,499
2659
$3.29M ﹤0.01%
+792,584
2660
$3.28M ﹤0.01%
+147,985
2661
$3.28M ﹤0.01%
+143,327
2662
$3.28M ﹤0.01%
+176,447
2663
$3.28M ﹤0.01%
+106,689
2664
$3.28M ﹤0.01%
+296,794
2665
$3.27M ﹤0.01%
+794,361
2666
$3.26M ﹤0.01%
+9,782
2667
$3.25M ﹤0.01%
+147,428
2668
$3.25M ﹤0.01%
+201,254
2669
$3.24M ﹤0.01%
+119,981
2670
$3.24M ﹤0.01%
+99,463
2671
$3.24M ﹤0.01%
+127,402
2672
$3.24M ﹤0.01%
+162,459
2673
$3.23M ﹤0.01%
+249,236
2674
$3.23M ﹤0.01%
+330,931
2675
$3.22M ﹤0.01%
+416,459
105 106
107
108 109