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
3276
$1.55M ﹤0.01%
+60,923
3277
$1.55M ﹤0.01%
+45,812
3278
$1.55M ﹤0.01%
+64,558
3279
$1.55M ﹤0.01%
+80,402
3280
$1.55M ﹤0.01%
+97,825
3281
$1.54M ﹤0.01%
+304,518
3282
$1.54M ﹤0.01%
+37,055
3283
$1.54M ﹤0.01%
+129,581
3284
$1.54M ﹤0.01%
+71,615
3285
$1.54M ﹤0.01%
+71,084
3286
$1.54M ﹤0.01%
+82,788
3287
$1.54M ﹤0.01%
+96,093
3288
$1.53M ﹤0.01%
+690,781
3289
$1.53M ﹤0.01%
+15,459
3290
$1.52M ﹤0.01%
+39,210
3291
$1.52M ﹤0.01%
+72,995
3292
$1.52M ﹤0.01%
+316,398
3293
$1.52M ﹤0.01%
+30,430
3294
$1.52M ﹤0.01%
+24,980
3295
$1.51M ﹤0.01%
+106,708
3296
$1.51M ﹤0.01%
+18,578
3297
$1.51M ﹤0.01%
+41,117
3298
$1.51M ﹤0.01%
+37,968
3299
$1.51M ﹤0.01%
+79,360
3300
$1.51M ﹤0.01%
+109,253
130 131
132
133 134