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
2876
$2.57M ﹤0.01%
+53,008
2877
$2.57M ﹤0.01%
+95,099
2878
$2.57M ﹤0.01%
+121,094
2879
$2.57M ﹤0.01%
+294,578
2880
$2.56M ﹤0.01%
+91,136
2881
$2.56M ﹤0.01%
+178,148
2882
$2.56M ﹤0.01%
+250,219
2883
$2.55M ﹤0.01%
+5,657
2884
$2.55M ﹤0.01%
+95,771
2885
$2.55M ﹤0.01%
+50,663
2886
$2.55M ﹤0.01%
+140,340
2887
$2.54M ﹤0.01%
+292,170
2888
$2.54M ﹤0.01%
+50,827
2889
$2.54M ﹤0.01%
+130,592
2890
$2.54M ﹤0.01%
+186,756
2891
$2.53M ﹤0.01%
+92,942
2892
$2.53M ﹤0.01%
+36,653
2893
$2.53M ﹤0.01%
+483,125
2894
$2.53M ﹤0.01%
+82,353
2895
$2.53M ﹤0.01%
+181,254
2896
$2.52M ﹤0.01%
+189,034
2897
$2.52M ﹤0.01%
+158,692
2898
$2.52M ﹤0.01%
+126,154
2899
$2.52M ﹤0.01%
+143,671
2900
$2.52M ﹤0.01%
+133,649
114 115
116
117 118