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
2676
$3.22M ﹤0.01%
+216,434
2677
$3.21M ﹤0.01%
+44,605
2678
$3.21M ﹤0.01%
+131,502
2679
$3.21M ﹤0.01%
+612,480
2680
$3.21M ﹤0.01%
+46,472
2681
$3.21M ﹤0.01%
+79,671
2682
$3.21M ﹤0.01%
+1,507,055
2683
$3.21M ﹤0.01%
+338,835
2684
$3.2M ﹤0.01%
+122,726
2685
$3.2M ﹤0.01%
+38,546
2686
$3.2M ﹤0.01%
+190,029
2687
$3.2M ﹤0.01%
+103,310
2688
$3.19M ﹤0.01%
+169,868
2689
$3.19M ﹤0.01%
+284,540
2690
$3.19M ﹤0.01%
+143,897
2691
$3.18M ﹤0.01%
+43,600
2692
$3.18M ﹤0.01%
+128,030
2693
$3.18M ﹤0.01%
+66,555
2694
$3.17M ﹤0.01%
+47,497
2695
$3.17M ﹤0.01%
+297,746
2696
$3.16M ﹤0.01%
+39,689
2697
$3.16M ﹤0.01%
+283,451
2698
$3.16M ﹤0.01%
+46,108
2699
$3.15M ﹤0.01%
+73,078
2700
$3.15M ﹤0.01%
+302,977
106 107
108
109 110