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
2801
$2.8M ﹤0.01%
+108,107
2802
$2.8M ﹤0.01%
+179,858
2803
$2.8M ﹤0.01%
+332,313
2804
$2.79M ﹤0.01%
+58,796
2805
$2.79M ﹤0.01%
+87,366
2806
$2.79M ﹤0.01%
+119,698
2807
$2.79M ﹤0.01%
+29,502
2808
$2.79M ﹤0.01%
+245,908
2809
$2.78M ﹤0.01%
+141,290
2810
$2.78M ﹤0.01%
+323,606
2811
$2.77M ﹤0.01%
+141,037
2812
$2.77M ﹤0.01%
+94,292
2813
$2.76M ﹤0.01%
+139,824
2814
$2.76M ﹤0.01%
+106,313
2815
$2.75M ﹤0.01%
+150,474
2816
$2.75M ﹤0.01%
+223,460
2817
$2.75M ﹤0.01%
+2,474
2818
$2.74M ﹤0.01%
+695,975
2819
$2.74M ﹤0.01%
+81,823
2820
$2.73M ﹤0.01%
+133,751
2821
$2.73M ﹤0.01%
+136,505
2822
$2.73M ﹤0.01%
+175,686
2823
$2.73M ﹤0.01%
+87,107
2824
$2.72M ﹤0.01%
+58,024
2825
$2.72M ﹤0.01%
+65,760
111 112
113
114 115