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
3251
$1.64M ﹤0.01%
+74,478
3252
$1.63M ﹤0.01%
+209,502
3253
$1.63M ﹤0.01%
+68,889
3254
$1.63M ﹤0.01%
+120,284
3255
$1.63M ﹤0.01%
+273,901
3256
$1.62M ﹤0.01%
+288,824
3257
$1.62M ﹤0.01%
+50,175
3258
$1.61M ﹤0.01%
+49,413
3259
$1.61M ﹤0.01%
+28,078
3260
$1.6M ﹤0.01%
+60,676
3261
$1.6M ﹤0.01%
+28,680
3262
$1.6M ﹤0.01%
+93,333
3263
$1.6M ﹤0.01%
+55,623
3264
$1.6M ﹤0.01%
+75,851
3265
$1.59M ﹤0.01%
+35,572
3266
$1.59M ﹤0.01%
+33,105
3267
$1.58M ﹤0.01%
+23,501
3268
$1.58M ﹤0.01%
+621,087
3269
$1.58M ﹤0.01%
+50,555
3270
$1.58M ﹤0.01%
+64,242
3271
$1.58M ﹤0.01%
+194,492
3272
$1.57M ﹤0.01%
+216,863
3273
$1.57M ﹤0.01%
+46,505
3274
$1.57M ﹤0.01%
+53,464
3275
$1.55M ﹤0.01%
+135,428
129 130
131
132 133