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
2851
$2.65M ﹤0.01%
+47,529
2852
$2.65M ﹤0.01%
+376,926
2853
$2.65M ﹤0.01%
+165,419
2854
$2.65M ﹤0.01%
+225,753
2855
$2.64M ﹤0.01%
+277,548
2856
$2.63M ﹤0.01%
+163,596
2857
$2.63M ﹤0.01%
+124,248
2858
$2.63M ﹤0.01%
+179,595
2859
$2.63M ﹤0.01%
+418,648
2860
$2.63M ﹤0.01%
+153,722
2861
$2.62M ﹤0.01%
+95,799
2862
$2.62M ﹤0.01%
+130,815
2863
$2.62M ﹤0.01%
+141,504
2864
$2.62M ﹤0.01%
+330,009
2865
$2.62M ﹤0.01%
+39,278
2866
$2.62M ﹤0.01%
+282,422
2867
$2.61M ﹤0.01%
+213,695
2868
$2.61M ﹤0.01%
+13,841
2869
$2.61M ﹤0.01%
+295,883
2870
$2.61M ﹤0.01%
+13,852
2871
$2.61M ﹤0.01%
+194,649
2872
$2.61M ﹤0.01%
+31,535
2873
$2.59M ﹤0.01%
+70,929
2874
$2.59M ﹤0.01%
+164,403
2875
$2.58M ﹤0.01%
+137,553
113 114
115
116 117