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
2751
$2.96M ﹤0.01%
+606,250
2752
$2.96M ﹤0.01%
+213,274
2753
$2.96M ﹤0.01%
+414,284
2754
$2.95M ﹤0.01%
+93,922
2755
$2.95M ﹤0.01%
+100,835
2756
$2.95M ﹤0.01%
+61,028
2757
$2.95M ﹤0.01%
+186,973
2758
$2.95M ﹤0.01%
+61,908
2759
$2.95M ﹤0.01%
+388,691
2760
$2.95M ﹤0.01%
+215,803
2761
$2.94M ﹤0.01%
+141,041
2762
$2.94M ﹤0.01%
+100,989
2763
$2.93M ﹤0.01%
+740
2764
$2.93M ﹤0.01%
+244,876
2765
$2.92M ﹤0.01%
+538,420
2766
$2.92M ﹤0.01%
+145,962
2767
$2.92M ﹤0.01%
+617,792
2768
$2.91M ﹤0.01%
+219,045
2769
$2.91M ﹤0.01%
+366,036
2770
$2.9M ﹤0.01%
+105,671
2771
$2.89M ﹤0.01%
+222,824
2772
$2.89M ﹤0.01%
+588,704
2773
$2.89M ﹤0.01%
+539,959
2774
$2.88M ﹤0.01%
+14,652
2775
$2.87M ﹤0.01%
+150,644
109 110
111
112 113