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
451
$84.7M 0.04%
+5,952,174
452
$84.7M 0.04%
+1,010,142
453
$83.8M 0.04%
+13,187,531
454
$83.8M 0.04%
+1,869,349
455
$82.5M 0.04%
+3,747,266
456
$82.5M 0.04%
+2,541,720
457
$82.5M 0.04%
+96,395
458
$81.5M 0.04%
+4,732,749
459
$81M 0.04%
+8,752,090
460
$80.4M 0.04%
+2,854,379
461
$80.4M 0.04%
+1,702,486
462
$80.3M 0.04%
+1,413,566
463
$80.2M 0.04%
+4,442,159
464
$80M 0.04%
+2,455,836
465
$79.4M 0.04%
+1,320,232
466
$79.2M 0.04%
+4,303,268
467
$78.9M 0.04%
+1,199,934
468
$78.7M 0.04%
+1,638,786
469
$78.7M 0.04%
+859,497
470
$78.6M 0.04%
+1,301,268
471
$78.1M 0.04%
+4,264,078
472
$78M 0.04%
+4,677,621
473
$77.3M 0.04%
+2,241,070
474
$77.1M 0.04%
+1,652,752
475
$77.1M 0.04%
+1,658,878
17 18
19
20 21