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
251
$183M 0.09%
+3,354,367
252
$182M 0.09%
+5,855,924
253
$181M 0.09%
+2,694,181
254
$178M 0.09%
+5,005,718
255
$178M 0.09%
+1,607,820
256
$177M 0.09%
+2,654,554
257
$177M 0.09%
+2,879,653
258
$176M 0.09%
+2,397,580
259
$176M 0.09%
+5,978,811
260
$173M 0.09%
+1,552,152
261
$173M 0.09%
+2,379,269
262
$172M 0.09%
+10,937,031
263
$172M 0.09%
+1,678,136
264
$172M 0.09%
+817,899
265
$171M 0.09%
+3,329,589
266
$171M 0.09%
+8,925,563
267
$171M 0.09%
+10,983,613
268
$171M 0.09%
+2,947,844
269
$170M 0.09%
+3,219,998
270
$169M 0.09%
+1,581,431
271
$168M 0.08%
+13,841,359
272
$168M 0.08%
+4,958,494
273
$167M 0.08%
+1,984,735
274
$167M 0.08%
+6,464,564
275
$167M 0.08%
+5,456,352
9 10
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