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
3301
$1.5M ﹤0.01%
+34,799
3302
$1.5M ﹤0.01%
+8,556
3303
$1.5M ﹤0.01%
+482,021
3304
$1.5M ﹤0.01%
+39,118
3305
$1.5M ﹤0.01%
+26,535
3306
$1.5M ﹤0.01%
+55,819
3307
$1.5M ﹤0.01%
+172,310
3308
$1.5M ﹤0.01%
+166,560
3309
$1.5M ﹤0.01%
+318,365
3310
$1.5M ﹤0.01%
+63,265
3311
$1.5M ﹤0.01%
+135,024
3312
$1.5M ﹤0.01%
+203,710
3313
$1.49M ﹤0.01%
+94,100
3314
$1.49M ﹤0.01%
+45,834
3315
$1.49M ﹤0.01%
+161,684
3316
$1.49M ﹤0.01%
+172,344
3317
$1.49M ﹤0.01%
+57,741
3318
$1.49M ﹤0.01%
+20,619
3319
$1.49M ﹤0.01%
+104,429
3320
$1.47M ﹤0.01%
+124,091
3321
$1.47M ﹤0.01%
+63,233
3322
$1.47M ﹤0.01%
+21,618
3323
$1.47M ﹤0.01%
+46,345
3324
$1.46M ﹤0.01%
+101,383
3325
$1.46M ﹤0.01%
+90,903
131 132
133
134 135