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
3176
$1.78M ﹤0.01%
+167,611
3177
$1.78M ﹤0.01%
+36,899
3178
$1.78M ﹤0.01%
+53,842
3179
$1.78M ﹤0.01%
+53,530
3180
$1.78M ﹤0.01%
+60,763
3181
$1.78M ﹤0.01%
+134,124
3182
$1.78M ﹤0.01%
+42,679
3183
$1.77M ﹤0.01%
+66,155
3184
$1.77M ﹤0.01%
+97,312
3185
$1.77M ﹤0.01%
+266,968
3186
$1.76M ﹤0.01%
+70,608
3187
$1.76M ﹤0.01%
+69,851
3188
$1.76M ﹤0.01%
+44,729
3189
$1.75M ﹤0.01%
+30,987
3190
$1.75M ﹤0.01%
+159,615
3191
$1.75M ﹤0.01%
+263,738
3192
$1.75M ﹤0.01%
+34,785
3193
$1.75M ﹤0.01%
+5,939
3194
$1.75M ﹤0.01%
+38,467
3195
$1.74M ﹤0.01%
+117,195
3196
$1.74M ﹤0.01%
+107,516
3197
$1.74M ﹤0.01%
+70,034
3198
$1.74M ﹤0.01%
+57,018
3199
$1.74M ﹤0.01%
+37,092
3200
$1.74M ﹤0.01%
+99,287
126 127
128
129 130