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
3026
$2.15M ﹤0.01%
+87,622
3027
$2.15M ﹤0.01%
+165,921
3028
$2.15M ﹤0.01%
+51,211
3029
$2.14M ﹤0.01%
+118,651
3030
$2.14M ﹤0.01%
+193,777
3031
$2.14M ﹤0.01%
+141,226
3032
$2.14M ﹤0.01%
+135,770
3033
$2.14M ﹤0.01%
+30,265
3034
$2.13M ﹤0.01%
+99,078
3035
$2.12M ﹤0.01%
+100,500
3036
$2.12M ﹤0.01%
+44,428
3037
$2.12M ﹤0.01%
+107,721
3038
$2.11M ﹤0.01%
+85,514
3039
$2.11M ﹤0.01%
+88,857
3040
$2.1M ﹤0.01%
+30,350
3041
$2.1M ﹤0.01%
+128,098
3042
$2.1M ﹤0.01%
+79,720
3043
$2.1M ﹤0.01%
+56,991
3044
$2.1M ﹤0.01%
+51,422
3045
$2.1M ﹤0.01%
+42,936
3046
$2.1M ﹤0.01%
+52,415
3047
$2.1M ﹤0.01%
+72,500
3048
$2.09M ﹤0.01%
+190,986
3049
$2.09M ﹤0.01%
+74,205
3050
$2.08M ﹤0.01%
+89,009
120 121
122
123 124