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
26
$867M 0.44%
+14,196,462
27
$850M 0.43%
+12,823,739
28
$830M 0.42%
+14,375,006
29
$820M 0.41%
+39,043,916
30
$816M 0.41%
+11,335,574
31
$797M 0.4%
+32,047,660
32
$796M 0.4%
+6,685,898
33
$761M 0.38%
+10,456,098
34
$761M 0.38%
+31,409,649
35
$761M 0.38%
+6,692,465
36
$740M 0.37%
+12,889,410
37
$732M 0.37%
+12,511,284
38
$727M 0.37%
+14,437,488
39
$725M 0.37%
+15,788,796
40
$721M 0.36%
+10,122,956
41
$721M 0.36%
+25,271,877
42
$715M 0.36%
+17,325,221
43
$708M 0.36%
+17,097,374
44
$679M 0.34%
+8,970,461
45
$670M 0.34%
+5,985,884
46
$668M 0.34%
+11,657,654
47
$668M 0.34%
+11,014,349
48
$651M 0.33%
+2,534,112
49
$636M 0.32%
+42,556,188
50
$635M 0.32%
+14,197,803
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