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
401
$101M 0.05%
+1,388,377
402
$101M 0.05%
+2,843,755
403
$100M 0.05%
+966,211
404
$100M 0.05%
+2,235,999
405
$99.8M 0.05%
+4,899,584
406
$99.6M 0.05%
+1,259,264
407
$99.4M 0.05%
+1,268,858
408
$98.6M 0.05%
+671,966
409
$98.3M 0.05%
+2,135,167
410
$97.9M 0.05%
+1,501,813
411
$97.5M 0.05%
+1,080,588
412
$97.2M 0.05%
+2,834,730
413
$97M 0.05%
+3,456,742
414
$96.8M 0.05%
+1,986,758
415
$96.7M 0.05%
+2,551,931
416
$96.6M 0.05%
+2,404,338
417
$96.5M 0.05%
+11,605,930
418
$95.9M 0.05%
+2,798,759
419
$95.4M 0.05%
+4,144,628
420
$95.3M 0.05%
+1,836,222
421
$95M 0.05%
+1,304,100
422
$94.9M 0.05%
+3,373,292
423
$94.8M 0.05%
+2,347,937
424
$94.1M 0.05%
+2,181,996
425
$93.7M 0.05%
+2,454,127
15 16
17
18 19