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
3201
$1.74M ﹤0.01%
+20,863
3202
$1.74M ﹤0.01%
+143,860
3203
$1.73M ﹤0.01%
+289,710
3204
$1.73M ﹤0.01%
+136,810
3205
$1.73M ﹤0.01%
+77,179
3206
$1.72M ﹤0.01%
+37,907
3207
$1.72M ﹤0.01%
+82,736
3208
$1.72M ﹤0.01%
+81,019
3209
$1.72M ﹤0.01%
+46,783
3210
$1.72M ﹤0.01%
+253,987
3211
$1.72M ﹤0.01%
+167,074
3212
$1.71M ﹤0.01%
+31,267
3213
$1.71M ﹤0.01%
+104,641
3214
$1.7M ﹤0.01%
+39,714
3215
$1.7M ﹤0.01%
+37,649
3216
$1.7M ﹤0.01%
+63,234
3217
$1.7M ﹤0.01%
+135,401
3218
$1.69M ﹤0.01%
+97,356
3219
$1.69M ﹤0.01%
+53,424
3220
$1.69M ﹤0.01%
+171,515
3221
$1.69M ﹤0.01%
+70,982
3222
$1.69M ﹤0.01%
+28,287
3223
$1.69M ﹤0.01%
+72,156
3224
$1.69M ﹤0.01%
+285,165
3225
$1.68M ﹤0.01%
+67,320
127 128
129
130 131