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
3001
$2.23M ﹤0.01%
+19,784
3002
$2.23M ﹤0.01%
+42,217
3003
$2.23M ﹤0.01%
+73,363
3004
$2.22M ﹤0.01%
+359,843
3005
$2.22M ﹤0.01%
+358,057
3006
$2.22M ﹤0.01%
+67,918
3007
$2.22M ﹤0.01%
+55,681
3008
$2.22M ﹤0.01%
+263,902
3009
$2.22M ﹤0.01%
+156,934
3010
$2.21M ﹤0.01%
+537,733
3011
$2.21M ﹤0.01%
+56,888
3012
$2.2M ﹤0.01%
+124,492
3013
$2.19M ﹤0.01%
+189,173
3014
$2.19M ﹤0.01%
+109,859
3015
$2.19M ﹤0.01%
+117,123
3016
$2.18M ﹤0.01%
+285,239
3017
$2.18M ﹤0.01%
+103,750
3018
$2.18M ﹤0.01%
+88,837
3019
$2.17M ﹤0.01%
+71,367
3020
$2.17M ﹤0.01%
+31,676
3021
$2.17M ﹤0.01%
+94,127
3022
$2.17M ﹤0.01%
+90,113
3023
$2.17M ﹤0.01%
+213,004
3024
$2.15M ﹤0.01%
+134,074
3025
$2.15M ﹤0.01%
+143,140
119 120
121
122 123