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
4901
$134K ﹤0.01%
+10,125
4902
$133K ﹤0.01%
+14,696
4903
$133K ﹤0.01%
+100,221
4904
$133K ﹤0.01%
+41,166
4905
$132K ﹤0.01%
+10,275
4906
$132K ﹤0.01%
+23,742
4907
$131K ﹤0.01%
+10,416
4908
$131K ﹤0.01%
+15,121
4909
$131K ﹤0.01%
+10,250
4910
$130K ﹤0.01%
+14,675
4911
$130K ﹤0.01%
+10,418
4912
$130K ﹤0.01%
+19,147
4913
$130K ﹤0.01%
+1,679
4914
$129K ﹤0.01%
+11,369
4915
$129K ﹤0.01%
+8,636
4916
$128K ﹤0.01%
+30,371
4917
$125K ﹤0.01%
+43,696
4918
$125K ﹤0.01%
+5,515
4919
$124K ﹤0.01%
+22,066
4920
$124K ﹤0.01%
+17,200
4921
$123K ﹤0.01%
+11,136
4922
$123K ﹤0.01%
+14,929
4923
$123K ﹤0.01%
+10,629
4924
$122K ﹤0.01%
+11,239
4925
$122K ﹤0.01%
+3,214