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
3126
$1.89M ﹤0.01%
+1,407,846
3127
$1.89M ﹤0.01%
+132,898
3128
$1.89M ﹤0.01%
+156,257
3129
$1.88M ﹤0.01%
+85,940
3130
$1.88M ﹤0.01%
+184,001
3131
$1.88M ﹤0.01%
+59,152
3132
$1.88M ﹤0.01%
+71,015
3133
$1.88M ﹤0.01%
+111,613
3134
$1.87M ﹤0.01%
+91,707
3135
$1.87M ﹤0.01%
+74,933
3136
$1.87M ﹤0.01%
+375,052
3137
$1.87M ﹤0.01%
+80,554
3138
$1.87M ﹤0.01%
+77,488
3139
$1.86M ﹤0.01%
+74,755
3140
$1.86M ﹤0.01%
+130,887
3141
$1.86M ﹤0.01%
+35,017
3142
$1.85M ﹤0.01%
+62,096
3143
$1.85M ﹤0.01%
+128,458
3144
$1.84M ﹤0.01%
+49,188
3145
$1.84M ﹤0.01%
+43,734
3146
$1.84M ﹤0.01%
+110,268
3147
$1.83M ﹤0.01%
+132,738
3148
$1.83M ﹤0.01%
+513,917
3149
$1.83M ﹤0.01%
+29,527
3150
$1.83M ﹤0.01%
+96,407
124 125
126
127 128