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
2976
$2.29M ﹤0.01%
+133,007
2977
$2.29M ﹤0.01%
+75,546
2978
$2.29M ﹤0.01%
+164,427
2979
$2.28M ﹤0.01%
+102,265
2980
$2.27M ﹤0.01%
+168,273
2981
$2.27M ﹤0.01%
+66,236
2982
$2.27M ﹤0.01%
+41,142
2983
$2.27M ﹤0.01%
+63,968
2984
$2.26M ﹤0.01%
+196,121
2985
$2.26M ﹤0.01%
+170,907
2986
$2.26M ﹤0.01%
+42
2987
$2.25M ﹤0.01%
+97,488
2988
$2.25M ﹤0.01%
+163,336
2989
$2.25M ﹤0.01%
+18,646
2990
$2.25M ﹤0.01%
+16,898
2991
$2.25M ﹤0.01%
+280,851
2992
$2.24M ﹤0.01%
+166,720
2993
$2.24M ﹤0.01%
+204,692
2994
$2.24M ﹤0.01%
+142,164
2995
$2.24M ﹤0.01%
+168,174
2996
$2.24M ﹤0.01%
+173,169
2997
$2.24M ﹤0.01%
+166,912
2998
$2.24M ﹤0.01%
+47,252
2999
$2.24M ﹤0.01%
+78,618
3000
$2.23M ﹤0.01%
+98,495
118 119
120
121 122