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
301
$150M 0.08%
+1,387,655
302
$149M 0.08%
+2,339,980
303
$149M 0.08%
+1,981,248
304
$149M 0.08%
+2,435,692
305
$149M 0.08%
+626,294
306
$147M 0.07%
+3,335,859
307
$147M 0.07%
+1,278,084
308
$144M 0.07%
+12,806,323
309
$143M 0.07%
+3,227,833
310
$141M 0.07%
+1,303,178
311
$141M 0.07%
+1,351,322
312
$141M 0.07%
+15,344,204
313
$139M 0.07%
+2,210,708
314
$138M 0.07%
+3,147,569
315
$138M 0.07%
+5,412,332
316
$138M 0.07%
+2,471,128
317
$138M 0.07%
+1,603,962
318
$138M 0.07%
+1,724,063
319
$137M 0.07%
+5,731,400
320
$137M 0.07%
+2,250,682
321
$137M 0.07%
+2,196,544
322
$137M 0.07%
+1,294,548
323
$136M 0.07%
+901,221
324
$136M 0.07%
+3,406,071
325
$136M 0.07%
+6,903,676
11 12
13
14 15