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
5001
$82K ﹤0.01%
+174
5002
$82K ﹤0.01%
+19,347
5003
$81K ﹤0.01%
+5
5004
$80K ﹤0.01%
+2,341
5005
$80K ﹤0.01%
+12,980
5006
$80K ﹤0.01%
+56,610
5007
$80K ﹤0.01%
+66
5008
$79K ﹤0.01%
+25,133
5009
$79K ﹤0.01%
+10,907
5010
$79K ﹤0.01%
+19,637
5011
$78K ﹤0.01%
+28,194
5012
$77K ﹤0.01%
+2,413
5013
$77K ﹤0.01%
+14,757
5014
$74K ﹤0.01%
+88
5015
$73K ﹤0.01%
+27,615
5016
$73K ﹤0.01%
+41,912
5017
$73K ﹤0.01%
+18,000
5018
$72K ﹤0.01%
+324
5019
$72K ﹤0.01%
+17,756
5020
$72K ﹤0.01%
+7,577
5021
$72K ﹤0.01%
+13,502
5022
$71K ﹤0.01%
+18,543
5023
$71K ﹤0.01%
+10,663
5024
$70K ﹤0.01%
+30,440
5025
$70K ﹤0.01%
+55,682