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
2901
$2.52M ﹤0.01%
+192,719
2902
$2.51M ﹤0.01%
+635
2903
$2.51M ﹤0.01%
+39,038
2904
$2.51M ﹤0.01%
+175,828
2905
$2.51M ﹤0.01%
+486,344
2906
$2.5M ﹤0.01%
+329,354
2907
$2.5M ﹤0.01%
+114,464
2908
$2.5M ﹤0.01%
+133,926
2909
$2.5M ﹤0.01%
+57,710
2910
$2.5M ﹤0.01%
+50,086
2911
$2.5M ﹤0.01%
+65,726
2912
$2.5M ﹤0.01%
+122,465
2913
$2.5M ﹤0.01%
+478,283
2914
$2.49M ﹤0.01%
+100,884
2915
$2.49M ﹤0.01%
+78,202
2916
$2.49M ﹤0.01%
+26,614
2917
$2.48M ﹤0.01%
+67,376
2918
$2.48M ﹤0.01%
+169,372
2919
$2.48M ﹤0.01%
+96,295
2920
$2.48M ﹤0.01%
+194,961
2921
$2.48M ﹤0.01%
+92,667
2922
$2.47M ﹤0.01%
+446,436
2923
$2.47M ﹤0.01%
+69,394
2924
$2.46M ﹤0.01%
+60,606
2925
$2.46M ﹤0.01%
+166,902
115 116
117
118 119