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
4951
$107K ﹤0.01%
+13,128
4952
$105K ﹤0.01%
+94,790
4953
$104K ﹤0.01%
+38,037
4954
$104K ﹤0.01%
+12,292
4955
$103K ﹤0.01%
+720
4956
$103K ﹤0.01%
+34,027
4957
$103K ﹤0.01%
+10,225
4958
$102K ﹤0.01%
+16,097
4959
$102K ﹤0.01%
+43
4960
$100K ﹤0.01%
+27,023
4961
$100K ﹤0.01%
+12,421
4962
$100K ﹤0.01%
+82,790
4963
$99K ﹤0.01%
+16,800
4964
$99K ﹤0.01%
+16,429
4965
$99K ﹤0.01%
+18,996
4966
$98K ﹤0.01%
+19,460
4967
$98K ﹤0.01%
+37
4968
$98K ﹤0.01%
+89,366
4969
$97K ﹤0.01%
+15,623
4970
$97K ﹤0.01%
+2,321
4971
$96K ﹤0.01%
+11,421
4972
$96K ﹤0.01%
+13,751
4973
$96K ﹤0.01%
+14,217
4974
$95K ﹤0.01%
+12,781
4975
$94K ﹤0.01%
+26