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
3326
$1.45M ﹤0.01%
+67,050
3327
$1.45M ﹤0.01%
+85,572
3328
$1.45M ﹤0.01%
+61,878
3329
$1.45M ﹤0.01%
+103,555
3330
$1.44M ﹤0.01%
+27,519
3331
$1.44M ﹤0.01%
+110,509
3332
$1.43M ﹤0.01%
+70,571
3333
$1.43M ﹤0.01%
+16,676
3334
$1.43M ﹤0.01%
+1,801
3335
$1.43M ﹤0.01%
+67,964
3336
$1.42M ﹤0.01%
+63,853
3337
$1.42M ﹤0.01%
+105,191
3338
$1.42M ﹤0.01%
+27,454
3339
$1.42M ﹤0.01%
+30,109
3340
$1.42M ﹤0.01%
+78,142
3341
$1.42M ﹤0.01%
+125,984
3342
$1.42M ﹤0.01%
+114,717
3343
$1.42M ﹤0.01%
+174,345
3344
$1.41M ﹤0.01%
+39,916
3345
$1.41M ﹤0.01%
+18,598
3346
$1.41M ﹤0.01%
+28,244
3347
$1.41M ﹤0.01%
+104,759
3348
$1.4M ﹤0.01%
+55,016
3349
$1.4M ﹤0.01%
+55,215
3350
$1.4M ﹤0.01%
+61,077
132 133
134
135 136