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
3076
$2.02M ﹤0.01%
+530,567
3077
$2.02M ﹤0.01%
+202,143
3078
$2.02M ﹤0.01%
+27,575
3079
$2.01M ﹤0.01%
+54,299
3080
$2.01M ﹤0.01%
+58,150
3081
$2.01M ﹤0.01%
+57,796
3082
$2M ﹤0.01%
+49,023
3083
$2M ﹤0.01%
+63,572
3084
$2M ﹤0.01%
+103,902
3085
$1.99M ﹤0.01%
+19,185
3086
$1.99M ﹤0.01%
+180,244
3087
$1.99M ﹤0.01%
+127,106
3088
$1.97M ﹤0.01%
+41,551
3089
$1.97M ﹤0.01%
+93,620
3090
$1.97M ﹤0.01%
+2,829
3091
$1.97M ﹤0.01%
+674,800
3092
$1.97M ﹤0.01%
+72,901
3093
$1.96M ﹤0.01%
+56,230
3094
$1.96M ﹤0.01%
+78,248
3095
$1.96M ﹤0.01%
+55,178
3096
$1.96M ﹤0.01%
+39,388
3097
$1.95M ﹤0.01%
+61,838
3098
$1.95M ﹤0.01%
+132,744
3099
$1.95M ﹤0.01%
+85,022
3100
$1.95M ﹤0.01%
+38,442
122 123
124
125 126