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
3376
$1.36M ﹤0.01%
+112,690
3377
$1.36M ﹤0.01%
+162,506
3378
$1.35M ﹤0.01%
+82,189
3379
$1.35M ﹤0.01%
+75,480
3380
$1.35M ﹤0.01%
+112,097
3381
$1.34M ﹤0.01%
+99,753
3382
$1.34M ﹤0.01%
+15,723
3383
$1.34M ﹤0.01%
+132,897
3384
$1.34M ﹤0.01%
+105,802
3385
$1.34M ﹤0.01%
+103,949
3386
$1.34M ﹤0.01%
+26,008
3387
$1.34M ﹤0.01%
+89,789
3388
$1.34M ﹤0.01%
+186,180
3389
$1.34M ﹤0.01%
+42,125
3390
$1.34M ﹤0.01%
+114,073
3391
$1.33M ﹤0.01%
+31,345
3392
$1.33M ﹤0.01%
+57,548
3393
$1.33M ﹤0.01%
+166,266
3394
$1.33M ﹤0.01%
+102,835
3395
$1.33M ﹤0.01%
+90,736
3396
$1.32M ﹤0.01%
+62,025
3397
$1.32M ﹤0.01%
+786,673
3398
$1.32M ﹤0.01%
+204,109
3399
$1.32M ﹤0.01%
+168,821
3400
$1.32M ﹤0.01%
+68,210
134 135
136
137 138