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
3051
$2.08M ﹤0.01%
+259,031
3052
$2.08M ﹤0.01%
+99,153
3053
$2.08M ﹤0.01%
+68,995
3054
$2.08M ﹤0.01%
+123,884
3055
$2.08M ﹤0.01%
+118,953
3056
$2.07M ﹤0.01%
+115,144
3057
$2.07M ﹤0.01%
+263,745
3058
$2.06M ﹤0.01%
+146,520
3059
$2.06M ﹤0.01%
+251,677
3060
$2.06M ﹤0.01%
+60,825
3061
$2.06M ﹤0.01%
+17,233
3062
$2.05M ﹤0.01%
+97,732
3063
$2.05M ﹤0.01%
+27,082
3064
$2.05M ﹤0.01%
+139,119
3065
$2.05M ﹤0.01%
+2,712
3066
$2.04M ﹤0.01%
+155,490
3067
$2.04M ﹤0.01%
+323,528
3068
$2.04M ﹤0.01%
+185,908
3069
$2.04M ﹤0.01%
+270,726
3070
$2.04M ﹤0.01%
+59,067
3071
$2.03M ﹤0.01%
+68,805
3072
$2.03M ﹤0.01%
+82,547
3073
$2.02M ﹤0.01%
+167,578
3074
$2.02M ﹤0.01%
+282,086
3075
$2.02M ﹤0.01%
+124,470
121 122
123
124 125