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
3351
$1.4M ﹤0.01%
+60,065
3352
$1.4M ﹤0.01%
+57,635
3353
$1.4M ﹤0.01%
+44,141
3354
$1.4M ﹤0.01%
+81,194
3355
$1.4M ﹤0.01%
+118,030
3356
$1.4M ﹤0.01%
+31,471
3357
$1.4M ﹤0.01%
+108,556
3358
$1.4M ﹤0.01%
+9,410
3359
$1.39M ﹤0.01%
+19,194
3360
$1.39M ﹤0.01%
+94,553
3361
$1.39M ﹤0.01%
+41,117
3362
$1.38M ﹤0.01%
+34,892
3363
$1.38M ﹤0.01%
+49,799
3364
$1.38M ﹤0.01%
+104,731
3365
$1.38M ﹤0.01%
+86,845
3366
$1.37M ﹤0.01%
+130,395
3367
$1.37M ﹤0.01%
+41,858
3368
$1.37M ﹤0.01%
+82,846
3369
$1.37M ﹤0.01%
+75,087
3370
$1.37M ﹤0.01%
+162,429
3371
$1.36M ﹤0.01%
+52,269
3372
$1.36M ﹤0.01%
+21,730
3373
$1.36M ﹤0.01%
+29,835
3374
$1.36M ﹤0.01%
+17,728
3375
$1.36M ﹤0.01%
+144,575
133 134
135
136 137