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
3101
$1.95M ﹤0.01%
+128,188
3102
$1.95M ﹤0.01%
+235,153
3103
$1.94M ﹤0.01%
+130,967
3104
$1.94M ﹤0.01%
+65,255
3105
$1.94M ﹤0.01%
+31,462
3106
$1.94M ﹤0.01%
+82,958
3107
$1.94M ﹤0.01%
+125,609
3108
$1.93M ﹤0.01%
+46,327
3109
$1.93M ﹤0.01%
+1,016,400
3110
$1.93M ﹤0.01%
+62,519
3111
$1.93M ﹤0.01%
+872,271
3112
$1.92M ﹤0.01%
+58,043
3113
$1.92M ﹤0.01%
+484,574
3114
$1.92M ﹤0.01%
+59,643
3115
$1.91M ﹤0.01%
+54,544
3116
$1.91M ﹤0.01%
+85,493
3117
$1.91M ﹤0.01%
+141,573
3118
$1.9M ﹤0.01%
+174,336
3119
$1.9M ﹤0.01%
+49,931
3120
$1.9M ﹤0.01%
+146,808
3121
$1.9M ﹤0.01%
+40,951
3122
$1.9M ﹤0.01%
+89,771
3123
$1.9M ﹤0.01%
+189,614
3124
$1.89M ﹤0.01%
+28,256
3125
$1.89M ﹤0.01%
+70,328
123 124
125
126 127